Compass Ion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $555K | Sell |
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2025
Q4 | $656K | Sell |
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2025
Q3 | $673K | Buy |
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2025
Q2 | $661K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $874K | Hold |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $977K | Buy |
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|
2023
Q3 | $899K | Buy |
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