Herold 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 | – | Sell |
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|
2025
Q2 | $4.09M | Buy |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.29M | Buy |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.37M | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $375K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $34.5K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $37K | Buy |
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