Darwin Wealth Management’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 | $9.44K | Sell |
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2025
Q2 | $9.54K | Sell |
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|
2025
Q1 | $18.4K | Hold |
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|
2024
Q4 | $18.4K | Hold |
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|
2024
Q3 | $19.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $4.71M | Sell |
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|
2020
Q4 | $10.7M | Sell |
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|
2020
Q3 | $15M | Buy |
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|
2020
Q2 | $8.48M | Buy |
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|
2020
Q1 | $5.92M | Buy |
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|
2019
Q4 | $6.13M | Buy |
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|
2019
Q3 | $5.8M | Buy |
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|
2019
Q2 | $5.38M | Sell |
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|
2019
Q1 | $6.48M | Buy |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $575K | Sell |
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|
2018
Q2 | $637K | Sell |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $4.5M | Buy |
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|
2017
Q3 | $918K | Sell |
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|
2017
Q2 | $4.38M | Sell |
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|
2017
Q1 | $4.52M | Buy |
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|
2016
Q4 | $822K | Sell |
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|
2016
Q3 | $3.83M | Buy |
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|
2016
Q2 | $3.18M | Buy |
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