Fiduciary Trust’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 | $390K | Hold |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $849K | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $687K | Hold |
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|
2020
Q3 | $670K | Hold |
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|
2020
Q2 | $670K | Hold |
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|
2020
Q1 | $615K | Buy |
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|
2019
Q4 | $632K | Hold |
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|
2019
Q3 | $630K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $449K | Buy |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $254K | Sell |
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|
2017
Q1 | $272K | Sell |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $203K | Buy |
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