Crestwood Advisors 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 | $642K | Sell |
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|
2025
Q2 | $632K | Sell |
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2025
Q1 | $628K | Sell |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $815K | Buy |
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|
2024
Q2 | $713K | Hold |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $685K | Hold |
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|
2021
Q4 | $749K | Sell |
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|
2021
Q3 | $757K | Hold |
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|
2021
Q2 | $762K | Hold |
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|
2021
Q1 | $738K | Sell |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $770K | Sell |
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|
2020
Q2 | $778K | Sell |
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|
2020
Q1 | $722K | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $447K | Sell |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $521K | Hold |
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|
2018
Q4 | $494K | Hold |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $369K | Buy |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $372K | Buy |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $344K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4.86M | Buy |
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|
2013
Q3 | $4.63M | Sell |
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|
2013
Q2 | $4.91M | Buy |
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