Cary Street Partners Investment Advisory’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 | $37.7K | Sell |
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2025
Q1 | $38.3K | Sell |
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|
2024
Q4 | $52.5K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $58.6K | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $80.3K | Buy |
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|
2023
Q1 | $29K | Buy |
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|
2022
Q4 | $26.4K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $712K | Sell |
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|
2020
Q4 | $760K | Sell |
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|
2020
Q3 | $798K | Buy |
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|
2020
Q2 | $662K | Buy |
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|
2020
Q1 | $536K | Sell |
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|
2019
Q4 | $777K | Buy |
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|
2018
Q4 | $309K | Buy |
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