Heartwood 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 | $8.77M | Buy |
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2025
Q2 | $8.46M | Buy |
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2025
Q1 | $8.35M | Buy |
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|
2024
Q4 | $7.56M | Buy |
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2024
Q3 | $7.98M | Buy |
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|
2024
Q2 | $7.49M | Buy |
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2024
Q1 | $7.48M | Buy |
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|
2023
Q4 | $7.21M | Buy |
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2023
Q3 | $6.62M | Buy |
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2023
Q2 | $6.95M | Buy |
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2023
Q1 | $6.89M | Buy |
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|
2022
Q4 | $6.44M | Buy |
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