Investments & Financial Planning LLC’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 | $469K | Sell |
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2025
Q1 | $470K | Sell |
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2024
Q4 | $466K | Sell |
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2024
Q3 | $495K | Sell |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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