Gerber Kawasaki Wealth & Investment 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 | – | Sell |
|
|||||
|
2025
Q2 | $700K | Buy |
|
|||||
|
2025
Q1 | $532K | Buy |
|
|||||
|
2024
Q4 | $410K | Buy |
|
|||||
|
2024
Q3 | $428K | Buy |
|
|||||
|
2024
Q2 | $372K | Buy |
|
|||||
|
2024
Q1 | $351K | Buy |
|
|||||
|
2023
Q4 | $221K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $824K | Sell |
|
|||||
|
2021
Q4 | $919K | Buy |
|
|||||
|
2021
Q3 | $9K | Buy |
|