Frank Rimerman 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
Q2 | $3.19M | Sell |
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2025
Q1 | $3.19M | Hold |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.19M | Hold |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.09M | Sell |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.16M | Hold |
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|
2023
Q1 | $2.19M | Hold |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.93M | Sell |
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|
2021
Q4 | $5.09M | Sell |
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|
2021
Q3 | $6.3M | Buy |
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|
2021
Q2 | $6.29M | Sell |
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|
2021
Q1 | $6.27M | Sell |
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|
2020
Q4 | $8.45M | Buy |
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