Finer Wealth 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 | $632K | Sell |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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