J.W. Coons 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 | $502K | Hold |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $568K | Sell |
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|
2021
Q3 | $616K | Hold |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $536K | Sell |
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|
2020
Q3 | $536K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $427K | Buy |
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