Clearstead 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 | $2.64M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $6.33M | Sell |
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|
2024
Q3 | $7.44M | Sell |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $139K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $203K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $304K | Buy |
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