Great Valley Advisor Group’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 | $283K | Buy |
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|
2025
Q2 | $278K | Sell |
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2025
Q1 | $279K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $5.47M | Buy |
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|
2022
Q2 | $5.83M | Buy |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $830K | Sell |
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|
2021
Q3 | $846K | Sell |
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|
2021
Q2 | $8.69M | Buy |
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|
2021
Q1 | $7.93M | Sell |
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|
2020
Q4 | $8.5M | Buy |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $227K | Sell |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $1.25M | Buy |
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