Golden State Wealth 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 | $76.2K | Buy |
|
|||||
|
2025
Q2 | $74.8K | Sell |
|
|||||
|
2025
Q1 | $169K | Sell |
|
|||||
|
2024
Q4 | $211K | Buy |
|
|||||
|
2022
Q1 | $2.6M | Sell |
|
|||||
|
2021
Q4 | $3.91M | Buy |
|
|||||
|
2021
Q3 | $3.8M | Buy |
|
|||||
|
2021
Q2 | $3.63M | Buy |
|
|||||
|
2021
Q1 | $727K | Sell |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $817K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $330K | Sell |
|
|||||
|
2019
Q4 | $4.66M | Buy |
|
|||||
|
2019
Q3 | $202K | Buy |
|
|||||
|
2019
Q2 | $177K | Buy |
|
|||||
|
2019
Q1 | $95K | Buy |
|