Concord Wealth Partners’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 | $230K | Sell |
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2025
Q1 | $232K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $451K | Sell |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $2.35M | Buy |
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