Congress Wealth 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
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $4.73M | Buy |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $4.22M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $4.96M | Buy |
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