Corient Private Wealth’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 | $7.51M | Sell |
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|
2025
Q2 | $7.6M | Sell |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $8.18M | Sell |
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|
2024
Q3 | $9.4M | Sell |
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|
2024
Q2 | $8.95M | Buy |
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|
2024
Q1 | $8.9M | Sell |
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|
2023
Q4 | $9.78M | Buy |
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|
2023
Q3 | $7.92M | Buy |
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|
2023
Q2 | $7.42M | Buy |
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|
2023
Q1 | $5.85M | Sell |
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|
2022
Q4 | $12.8M | Buy |
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