Breakwater Capital Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Buy |
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2025
Q2 | $231K | Buy |
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2025
Q1 | $216K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $733K | Buy |
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