Householder Group Estate & Retirement Specialist’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
2024
Q4
$8K Sell
2024
Q3
$223K Sell
2024
Q2
$223K Sell
2024
Q1
$281K Sell
2023
Q4
$302K Sell
2023
Q3
$313K Buy
2023
Q1
$385K Buy
2022
Q4
Sell
2022
Q3
$630K Sell
2022
Q2
$724K Sell
2022
Q1
$836K Sell
2021
Q4
$919K Buy