Gries Financial’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 | $1.41M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $598K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $601K | Buy |
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