Guardian Wealth Advisors (North Carolina)’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
Q1 | – | Sell |
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|
2024
Q4 | $66 | Hold |
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|
2024
Q3 | $69 | Sell |
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|
2024
Q2 | $493 | Hold |
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|
2024
Q1 | $501 | Hold |
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|
2023
Q4 | $508 | Hold |
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|
2023
Q3 | $469 | Sell |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $503 | Buy |
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|
2022
Q4 | $422 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $1K | Buy |
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