Cyndeo Wealth 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
Q4 | – | Sell |
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|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $341K | Buy |
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