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
2025
Q2
$5.65K Sell
2025
Q1
$27.6K Buy
2024
Q4
$20.2K Sell
2024
Q3
$22.8K Sell
2024
Q2
$46.8K Sell
2024
Q1
$65.8K Sell
2023
Q4
$181K Sell
2023
Q3
$250K Buy
2023
Q2
$94.5K Buy
2022
Q4
$143K Buy