Independent Wealth Network’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 | $424K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $607K | Buy |
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