Fortis Group 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 | $22.3K | Hold |
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2025
Q2 | $21.9K | Hold |
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2025
Q1 | $21.7K | Hold |
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|
2024
Q4 | $21.4K | Sell |
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|
2024
Q3 | $7.11M | Buy |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2020
Q3 | $9.11M | Buy |
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