Evergreen Capital 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 | $1.13M | Sell |
|
|||||
|
2025
Q1 | $1.17M | Sell |
|
|||||
|
2024
Q4 | $4.46M | Sell |
|
|||||
|
2024
Q3 | $4.72M | Sell |
|
|||||
|
2024
Q2 | $4.64M | Sell |
|
|||||
|
2024
Q1 | $4.77M | Sell |
|
|||||
|
2023
Q4 | $4.99M | Sell |
|
|||||
|
2023
Q3 | $4.72M | Sell |
|
|||||
|
2023
Q2 | $5.44M | Sell |
|
|||||
|
2023
Q1 | $5.55M | Buy |
|
|||||
|
2022
Q4 | $5.27M | Buy |
|
|||||
|
2022
Q3 | $308K | Buy |
|
|||||
|
2022
Q2 | $276K | Sell |
|
|||||
|
2022
Q1 | $586K | Sell |
|
|||||
|
2021
Q4 | $801K | Sell |
|
|||||
|
2021
Q3 | $827K | Buy |
|
|||||
|
2021
Q2 | $736K | Sell |
|
|||||
|
2021
Q1 | $730K | Buy |
|
|||||
|
2020
Q4 | $597K | Buy |
|
|||||
|
2020
Q3 | $436K | Sell |
|
|||||
|
2020
Q2 | $29.4M | Sell |
|
|||||
|
2020
Q1 | $30.1M | Buy |
|
|||||
|
2019
Q4 | $207K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $240K | Sell |
|
|||||
|
2018
Q4 | $958K | Sell |
|
|||||
|
2018
Q3 | $17.1M | Sell |
|
|||||
|
2018
Q2 | $17.8M | Sell |
|
|||||
|
2018
Q1 | $18.3M | Sell |
|
|||||
|
2017
Q4 | $23.7M | Buy |
|
|||||
|
2017
Q3 | $23.3M | Buy |
|
|||||
|
2017
Q2 | $21.6M | Buy |
|
|||||
|
2017
Q1 | $14.4M | Sell |
|
|||||
|
2016
Q4 | $18M | Buy |
|
|||||
|
2016
Q3 | $18.1M | Buy |
|
|||||
|
2016
Q2 | $17.6M | Buy |
|
|||||
|
2016
Q1 | $16.9M | Buy |
|
|||||
|
2015
Q4 | $15.9M | Sell |
|
|||||
|
2015
Q3 | $17.1M | Buy |
|
|||||
|
2015
Q2 | $16.5M | Sell |
|
|||||
|
2015
Q1 | $17.6M | Buy |
|
|||||
|
2014
Q4 | $15.9M | Sell |
|
|||||
|
2014
Q3 | $16M | Buy |
|
|||||
|
2014
Q2 | $15.5M | Sell |
|
|||||
|
2014
Q1 | $15.5M | Sell |
|
|||||
|
2013
Q4 | $15.2M | Sell |
|
|||||
|
2013
Q3 | $21.3M | Sell |
|
|||||
|
2013
Q2 | $21.8M | Buy |
|