Exencial 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 | $5.56M | Buy |
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2025
Q2 | $5.17M | Sell |
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2025
Q1 | $6.99M | Sell |
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|
2024
Q4 | $7.03M | Buy |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $6.78M | Sell |
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|
2024
Q1 | $7.05M | Buy |
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|
2023
Q4 | $6.43M | Sell |
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2023
Q3 | $6.37M | Sell |
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|
2023
Q2 | $8.13M | Buy |
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|
2023
Q1 | $7.97M | Sell |
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|
2022
Q4 | $8.04M | Buy |
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|
2022
Q3 | $6.82M | Sell |
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|
2022
Q2 | $7.76M | Buy |
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|
2022
Q1 | $8.3M | Buy |
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|
2021
Q4 | $7.89M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.54M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $5.56M | Sell |
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|
2020
Q3 | $11.9M | Buy |
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|
2020
Q2 | $5.47M | Buy |
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