Daymark 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
Q3
$617K Buy
2025
Q2
$565K Sell
2025
Q1
$576K Buy
2024
Q4
$566K Sell
2024
Q3
$621K Sell
2024
Q2
$633K Buy
2024
Q1
$609K Buy
2023
Q4
$459K Sell
2023
Q3
$451K Buy
2023
Q1
Sell
2022
Q4
$205K Buy