Claro 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
Q2 | $464K | Sell |
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2025
Q1 | $1.31M | Sell |
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2024
Q4 | $1.29M | Sell |
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2024
Q3 | $1.98M | Buy |
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2024
Q2 | $1.57M | Sell |
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2024
Q1 | $1.83M | Sell |
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2023
Q4 | $3.13M | Buy |
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2023
Q3 | $2.16M | Buy |
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2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2019
Q1 | – | Sell |
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2018
Q4 | $128K | Buy |
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