CreativeOne 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 | $1.74M | Sell |
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2025
Q2 | $1.95M | Sell |
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2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.66M | Sell |
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2024
Q3 | $3.05M | Sell |
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2024
Q2 | $4.47M | Sell |
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2024
Q1 | $9.94M | Buy |
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|
2023
Q4 | $8.86M | Buy |
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2023
Q3 | $8.12M | Buy |
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2023
Q2 | $6.87M | Buy |
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|
2023
Q1 | $6.44M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $6.56M | Buy |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $790K | Buy |
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|
2020
Q3 | $755K | Sell |
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|
2020
Q2 | $842K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $221K | Buy |
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