Cypress Financial Planning’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 | $911K | Buy |
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|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $972K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $725K | Sell |
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|
2022
Q2 | $909K | Buy |
|