Concorde Asset 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
Q1 | $226K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $415K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $349K | Sell |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $8.29M | Buy |
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|
2020
Q3 | $7.88M | Buy |
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|
2020
Q2 | $7.42M | Buy |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $435K | Sell |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.36M | Sell |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.58M | Buy |
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|
2018
Q2 | $1.33M | Buy |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $516K | Sell |
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|
2017
Q3 | $955K | Buy |
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|
2017
Q2 | $277K | Buy |
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