HB 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 | $836K | Buy |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $711K | Sell |
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|
2021
Q4 | $1.53M | Buy |
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