Cornerstone Planning Group’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 | $264K | Buy |
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|
2025
Q2 | $5.65K | Sell |
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2025
Q1 | $27.6K | Buy |
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|
2024
Q4 | $20.2K | Sell |
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|
2024
Q3 | $22.8K | Sell |
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|
2024
Q2 | $46.8K | Sell |
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|
2024
Q1 | $65.8K | Sell |
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|
2023
Q4 | $181K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $94.5K | Buy |
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|
2022
Q4 | $143K | Buy |
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