Curran Financial Partners’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 | $6.31M | Sell |
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2025
Q2 | $10.1M | Sell |
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2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $9.6M | Buy |
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|
2024
Q3 | $7.08M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $6.16M | Buy |
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|
2023
Q4 | $5.95M | Sell |
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|
2023
Q3 | $9M | Buy |
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|
2023
Q2 | $5.36M | Sell |
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|
2023
Q1 | $7.5M | Sell |
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|
2022
Q4 | $8.1M | Sell |
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|
2022
Q3 | $14.8M | Sell |
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|
2022
Q2 | $18M | Buy |
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|
2022
Q1 | $12.5M | Sell |
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|
2021
Q4 | $16.9M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $11.1M | Sell |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $6.79M | Buy |
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