Canvas Wealth Advisors’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
Q2 | $346K | Hold |
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2025
Q1 | $336K | Sell |
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|
2024
Q4 | $377K | Sell |
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2024
Q3 | $419K | Sell |
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|
2024
Q2 | $856K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $260K | Buy |
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