Cobblestone Capital 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 | $788K | Buy |
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2025
Q2 | $727K | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $9.08M | Buy |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $5.66M | Buy |
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|
2023
Q1 | $2.83M | Sell |
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|
2022
Q4 | $7.34M | Buy |
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|
2022
Q3 | $791K | Sell |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $3.72M | Buy |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $2.91M | Sell |
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|
2021
Q2 | $3.22M | Buy |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $4.2M | Sell |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.95M | Buy |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $3.53M | Buy |
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|
2019
Q3 | $3.5M | Buy |
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|
2019
Q2 | $3.42M | Hold |
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|
2019
Q1 | $3.27M | Sell |
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|
2018
Q4 | $3.16M | Buy |
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