Harbor Investment Advisory’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 | $290K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $69.7K | Buy |
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|
2023
Q2 | $68.9K | Hold |
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|
2023
Q1 | $69.8K | Hold |
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|
2022
Q4 | $67.2K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $88K | Sell |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $52K | Buy |
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