Independent Family Office’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
Q2 | $603K | Hold |
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2025
Q1 | $598K | Hold |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.47M | Hold |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.69M | Hold |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.65M | Hold |
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|
2022
Q2 | $1.77K | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $2.17M | Sell |
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|
2021
Q3 | $2.19M | Hold |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.64M | Hold |
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|
2020
Q4 | $2.81M | Hold |
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|
2020
Q3 | $2.74M | Hold |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $2.78M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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