Independent Solutions 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
Q2 | $3.68M | Sell |
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2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $3.56M | Sell |
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|
2024
Q3 | $4.8M | Sell |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $6.46M | Sell |
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|
2023
Q3 | $6.05M | Buy |
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|
2023
Q2 | $6.32M | Sell |
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|
2023
Q1 | $6.41M | Buy |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $4.46M | Sell |
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|
2022
Q2 | $4.92M | Sell |
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|
2022
Q1 | $5.65M | Sell |
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|
2021
Q4 | $6.4M | Sell |
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|
2021
Q3 | $6.86M | Sell |
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|
2021
Q2 | $7.39M | Sell |
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|
2021
Q1 | $7.62M | Buy |
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|
2020
Q4 | $6.68M | Buy |
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|
2020
Q3 | $5.79M | Buy |
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|
2020
Q2 | $5.07M | Buy |
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|
2020
Q1 | $4.4M | Sell |
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|
2019
Q4 | $4.77M | Buy |
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