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