Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $14K | Hold |
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|
2024
Q4 | $13.8K | Hold |
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|
2024
Q3 | $14.6K | Hold |
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|
2024
Q2 | $13.8K | Sell |
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|
2024
Q1 | $23.9K | Sell |
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|
2023
Q4 | $82.2K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $143K | Sell |
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|
2022
Q4 | $170K | Sell |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $411K | Buy |
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|
2020
Q1 | $30.1K | Sell |
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|
2019
Q4 | $37.1K | Buy |
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