Coldstream Capital 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
Q3 | – | Sell |
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|
2025
Q2 | $396K | Hold |
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2025
Q1 | $393K | Sell |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.56M | Sell |
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|
2017
Q3 | $3.61M | Sell |
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2017
Q2 | $3.8M | Sell |
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|
2017
Q1 | $3.78M | Sell |
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|
2016
Q4 | $4.08M | Sell |
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|
2016
Q3 | $4.88M | Buy |
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|
2016
Q2 | $4.83M | Buy |
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|
2016
Q1 | $3.98M | Buy |
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|
2015
Q4 | $729K | Sell |
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|
2015
Q3 | $944K | Sell |
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|
2015
Q2 | $941K | Sell |
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|
2015
Q1 | $1.08M | Buy |
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