EverSource 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
Q3 | $179K | Sell |
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2025
Q2 | $195K | Sell |
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2025
Q1 | $202K | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $61.6K | Buy |
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|
2024
Q2 | $53.5K | Buy |
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|
2024
Q1 | $50.5K | Sell |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $38.6K | Buy |
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|
2023
Q1 | $22.7K | Sell |
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|
2022
Q4 | $81.8K | Buy |
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|
2022
Q3 | $73K | Sell |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $145K | Buy |
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