Jessup Wealth Management’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
Q4
$33.1K Buy
2024
Q2
Sell
2024
Q1
$239K Sell
2023
Q4
$247K Sell
2023
Q3
$480K Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.27M Sell
2022
Q4
$1.34M Buy