Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
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2025
Q1 | $13.2M | Buy |
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2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $9.91M | Sell |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $9.46M | Sell |
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|
2023
Q3 | $8.8M | Sell |
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|
2023
Q2 | $9.42M | Sell |
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|
2023
Q1 | $9.89M | Buy |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $4.49M | Sell |
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|
2022
Q2 | $24.2M | Buy |
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|
2022
Q1 | $26.1M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $4.09M | Sell |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $8.89M | Buy |
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|
2019
Q4 | $7.69M | Buy |
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