Detalus Advisors’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 | $203K | Sell |
|
|||||
|
2025
Q2 | $255K | Sell |
|
|||||
|
2025
Q1 | $405K | Buy |
|
|||||
|
2024
Q4 | $342K | Buy |
|
|||||
|
2024
Q3 | $320K | Sell |
|
|||||
|
2024
Q2 | $313K | Sell |
|
|||||
|
2024
Q1 | $405K | Sell |
|
|||||
|
2023
Q4 | $448K | Buy |
|
|||||
|
2023
Q3 | $291K | Buy |
|
|||||
|
2023
Q2 | $240K | Buy |
|
|||||
|
2023
Q1 | $224K | Buy |
|