Forte Asset 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
$440K Hold
2025
Q1
$436K Hold
2024
Q4
$429K Sell
2024
Q3
$488K Buy
2024
Q2
$450K Buy
2024
Q1
$324K Sell
2023
Q4
$333K Sell
2023
Q3
$5.99M Buy
2023
Q2
$6.04M Buy
2023
Q1
$4.6M Buy
2022
Q4
$3.33M Buy