Cerity Partners’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 | $7.93M | Buy |
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2025
Q2 | $6.76M | Buy |
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2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $12M | Sell |
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $8.74M | Buy |
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|
2022
Q2 | $9.35M | Sell |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $10.9M | Sell |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $7.2M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.81M | Buy |
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