CV Advisors’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
$2.94M Hold
2025
Q2
$2.89M Sell
2025
Q1
$3.06M Sell
2024
Q4
$3.05M Buy
2024
Q3
$1.03M Sell
2024
Q2
$1.33M Buy
2024
Q1
$1.33M Sell
2023
Q4
$1.44M Sell
2023
Q3
$1.47M Buy
2023
Q2
$1.45M Sell
2023
Q1
$1.47M Buy
2022
Q4
$1.16M Sell
2022
Q3
$1.71M Buy
2022
Q2
Sell
2022
Q1
$2.62M Sell
2021
Q4
$2.91M Buy