Golden State Equity 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
2023
Q4
$740K Sell
2023
Q3
$887K Buy
2023
Q2
$912K Sell
2023
Q1
$1.82M Buy
2022
Q1
$363K Sell
2021
Q4
$399K Sell
2021
Q3
$2.37M Sell
2021
Q2
$2.51M Buy
2021
Q1
$378K Sell
2020
Q4
$1.65M Buy