Fortis Capital 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 | $214K | Sell |
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2025
Q1 | $390K | Sell |
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|
2024
Q4 | $387K | Buy |
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2024
Q3 | $361K | Sell |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $495K | Buy |
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