Clear Creek Financial Management’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 | $1.53M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $4.6M | Buy |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $4.76M | Sell |
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|
2024
Q1 | $4.88M | Buy |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10.1M | Sell |
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|
2020
Q3 | $14M | Buy |
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|
2020
Q2 | $3.01M | Buy |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $264K | Buy |
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