Global Retirement Partners’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 | $1.2M | Buy |
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2025
Q2 | $1.1M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $931K | Sell |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $932K | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $733K | Sell |
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|
2022
Q1 | $776K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $809K | Buy |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $957K | Buy |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $759K | Buy |
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|
2018
Q4 | $709K | Sell |
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|
2018
Q3 | $769K | Buy |
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|
2018
Q2 | $586K | Sell |
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|
2018
Q1 | $605K | Buy |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $319K | Buy |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $181K | Sell |
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|
2016
Q4 | $241K | Buy |
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