EP Wealth 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
Q2 | $601K | Buy |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.49K | Buy |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $436K | Buy |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $917K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $782K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $284K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $452K | Buy |
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|
2017
Q3 | $435K | Sell |
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|
2017
Q2 | $463K | Buy |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $325K | Sell |
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|
2016
Q3 | $804K | Buy |
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|
2016
Q2 | $778K | Buy |
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|
2016
Q1 | $642K | Buy |
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|
2015
Q4 | $451K | Sell |
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|
2015
Q3 | $467K | Sell |
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|
2015
Q2 | $708K | Buy |
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|
2015
Q1 | $621K | Sell |
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|
2014
Q4 | $5.34M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $9.19M | Buy |
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|
2013
Q3 | $261K | Buy |
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