HighMark 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
$987K Sell
2025
Q2
$988K Buy
2024
Q4
Sell
2024
Q3
$168K Buy
2024
Q1
Sell
2023
Q4
$336 Buy
2022
Q3
Sell
2022
Q2
$36K Hold
2022
Q1
$40K Buy