FineMark National Bank & 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 | $2.73M | Buy |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $817K | Sell |
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|
2024
Q1 | $901K | Buy |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $893K | Buy |
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|
2023
Q2 | $930K | Buy |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $912K | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.19M | Hold |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $878K | Sell |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $887K | Buy |
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|
2018
Q2 | $491K | Buy |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $442K | Buy |
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|
2017
Q3 | $432K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $480K | Buy |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $406K | Buy |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $157K | Hold |
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|
2015
Q3 | $160K | Sell |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $250K | Buy |
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|
2014
Q4 | $179K | Buy |
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|
2014
Q3 | $163K | Hold |
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|
2014
Q2 | $164K | Sell |
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|
2014
Q1 | $185K | Sell |
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|
2013
Q4 | $352K | Buy |
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|
2013
Q3 | $157K | Sell |
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|
2013
Q2 | $468K | Buy |
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