Geneos Wealth 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
Q3 | $203K | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $132K | Buy |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $551K | Sell |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $6.83M | Sell |
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|
2020
Q2 | $6.94M | Buy |
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|
2020
Q1 | $300K | Buy |
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|
2019
Q4 | $274K | Sell |
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|
2019
Q3 | $2.99M | Buy |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $198K | Sell |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $345K | Sell |
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|
2018
Q1 | $425K | Sell |
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|
2017
Q4 | $531K | Buy |
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|
2017
Q3 | $506K | Buy |
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|
2017
Q2 | $436K | Sell |
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|
2017
Q1 | $593K | Sell |
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|
2016
Q4 | $761K | Sell |
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|
2016
Q3 | $2.34M | Sell |
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|
2016
Q2 | $2.61M | Buy |
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|
2016
Q1 | $1.83M | Buy |
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