Fortis Advisors’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 | $256K | Buy |
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2025
Q2 | $229K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $56.3K | Buy |
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|
2022
Q4 | $40.5K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $173K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $2.45M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2.04M | Sell |
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|
2018
Q4 | $2.96M | Buy |
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|
2018
Q3 | $2.99M | Sell |
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|
2018
Q2 | $3.35M | Sell |
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|
2018
Q1 | $3.55M | Buy |
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|
2017
Q4 | $640K | Buy |
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