Founders Financial Alliance’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 | $907K | Buy |
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2025
Q2 | $885K | Sell |
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|
2025
Q1 | $950K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.16M | Sell |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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