Chapin Davis’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
$249K Sell
2025
Q2
$254K Buy
2025
Q1
$252K Buy
2024
Q4
$248K Hold
2024
Q3
$248K Buy
2024
Q2
$235K Buy
2024
Q1
$239K Sell
2023
Q4
$252K Buy
2023
Q3
$232K Buy
2023
Q2
$246K Buy
2023
Q1
$249K Buy