Defined 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
2023
Q1
Sell
2022
Q4
$1.16M Buy
2022
Q3
$1.1M Buy
2022
Q2
$598K Buy
2022
Q1
$497K Sell
2021
Q4
$1.2M Buy
2021
Q3
$678K Buy
2021
Q2
$487K Buy
2021
Q1
$429K Sell
2020
Q4
$1.19M Buy