Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.58M | Buy |
|
|||||
|
2023
Q2 | $1.9M | Buy |
|
|||||
|
2023
Q1 | $1.88M | Buy |
|
|||||
|
2022
Q2 | $803K | Buy |
|
|||||
|
2022
Q1 | $267K | Buy |
|
|||||
|
2021
Q4 | $206K | Sell |
|
|||||
|
2021
Q3 | $237K | Sell |
|
|||||
|
2021
Q2 | $475K | Sell |
|
|||||
|
2021
Q1 | $4.14M | Sell |
|
|||||
|
2020
Q4 | $12.2M | Sell |
|
|||||
|
2020
Q3 | $12M | Buy |
|
|||||
|
2020
Q2 | $11.3M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.51M | Sell |
|
|||||
|
2019
Q2 | $3.04M | Sell |
|
|||||
|
2019
Q1 | $3.65M | Sell |
|
|||||
|
2018
Q4 | $4.04M | Buy |
|
|||||
|
2018
Q3 | $3.47M | Buy |
|
|||||
|
2018
Q2 | $2.5M | Buy |
|
|||||
|
2018
Q1 | $1.78M | Buy |
|
|||||
|
2017
Q4 | $215K | Buy |
|