Flagship Private Wealth’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 | $3.12M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $4.19M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $2M | Hold |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.91M | Hold |
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|
2023
Q1 | $1.94M | Hold |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.03M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $2.32M | Sell |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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