Chesley Taft & Associates’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 | $299K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $749K | Sell |
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|
2018
Q1 | $797K | Hold |
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|
2017
Q4 | $825K | Sell |
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|
2017
Q3 | $826K | Buy |
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|
2017
Q2 | $785K | Buy |
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|
2017
Q1 | $709K | Buy |
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|
2016
Q4 | $695K | Sell |
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|
2016
Q3 | $740K | Buy |
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|
2016
Q2 | $590K | Buy |
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|
2016
Q1 | $558K | Buy |
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|
2015
Q4 | $479K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $562K | Buy |
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|
2013
Q3 | $542K | Sell |
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|
2013
Q2 | $625K | Buy |
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