Intergy Private Wealth’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 | $1.27M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $293K | Buy |
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