Choate Investment 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
Q4 | $55.1K | Buy |
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2025
Q3 | – | Sell |
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2025
Q2 | $54.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $60.1K | Hold |
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|
2023
Q2 | $63.7K | Buy |
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2023
Q1 | $54.8K | Hold |
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|
2022
Q4 | $52.7K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $472K | Buy |
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|
2020
Q2 | $429K | Hold |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $342K | Buy |
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