EPG 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
Q2 | $20.9K | Hold |
|
|||||
|
2025
Q1 | $20.8K | Sell |
|
|||||
|
2024
Q4 | $21K | Hold |
|
|||||
|
2024
Q3 | $22.3K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $21.5K | Sell |
|
|||||
|
2023
Q4 | $24K | Buy |
|
|||||
|
2023
Q3 | $22K | Sell |
|
|||||
|
2023
Q2 | $157K | Sell |
|
|||||
|
2023
Q1 | $177K | Buy |
|
|||||
|
2022
Q4 | $422 | Hold |
|
|||||
|
2022
Q3 | $0 | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $47K | Sell |
|
|||||
|
2021
Q4 | $54K | Buy |
|
|||||
|
2021
Q3 | $52K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $107K | Buy |
|
|||||
|
2019
Q4 | $60K | Buy |
|