Glass Jacobson Investment 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 | $178K | Buy |
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2025
Q2 | $171K | Sell |
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2025
Q1 | $258K | Hold |
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2024
Q4 | $258K | Buy |
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|
2024
Q3 | $98.5K | Hold |
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|
2024
Q2 | $93.4K | Hold |
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2024
Q1 | $95K | Hold |
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|
2023
Q4 | $96.5K | Hold |
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|
2023
Q3 | $89K | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2022
Q4 | $127K | Buy |
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