IPG Investment Advisors’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 | $4.4M | Buy |
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2025
Q1 | $691K | Buy |
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2024
Q4 | $648K | Buy |
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2024
Q3 | $567K | Sell |
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2024
Q2 | $1.39M | Sell |
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2024
Q1 | $2.3M | Sell |
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2023
Q4 | $3.1M | Buy |
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2023
Q3 | $2M | Buy |
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2023
Q2 | $1.42M | Sell |
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2023
Q1 | $1.53M | Sell |
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2022
Q4 | $1.55M | Sell |
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2022
Q3 | $1.58M | Sell |
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2022
Q2 | $1.73M | Sell |
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2022
Q1 | $1.98M | Buy |
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2021
Q4 | $2.08M | Buy |
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2021
Q2 | – | Sell |
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2021
Q1 | $2.47M | Buy |
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2020
Q4 | $2.58M | Buy |
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2020
Q3 | $472K | Buy |
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2020
Q2 | $387K | Sell |
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2020
Q1 | $367K | Sell |
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2019
Q4 | $441K | Buy |
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2019
Q3 | $382K | Buy |
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2019
Q2 | $245K | Hold |
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2019
Q1 | $235K | Hold |
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2018
Q4 | $222K | Buy |
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2018
Q3 | $222K | Hold |
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2018
Q2 | $221K | Sell |
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2018
Q1 | $256K | Sell |
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2017
Q4 | $326K | Sell |
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2017
Q3 | $410K | Sell |
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2017
Q2 | $558K | Buy |
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2017
Q1 | $331K | Buy |
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2016
Q4 | $313K | Buy |
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