Independent Advisor Alliance’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 | $498K | Sell |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $211K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.64M | Buy |
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