Clarus Wealth 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
Q3 | $2.63M | Buy |
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2025
Q2 | $2.39M | Buy |
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2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $952K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $84K | Buy |
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