HCR Wealth Advisors’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 | $451K | Sell |
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2025
Q2 | $477K | Sell |
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2025
Q1 | $535K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $996K | Buy |
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|
2020
Q2 | $892K | Buy |
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|
2020
Q1 | $799K | Buy |
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|
2019
Q4 | $791K | Buy |
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|
2019
Q3 | $671K | Buy |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $502K | Buy |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $505K | Sell |
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|
2018
Q1 | $624K | Buy |
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|
2017
Q4 | $458K | Buy |
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