Joseph P. Lucia & Associates’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 | $3.81M | Buy |
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|
2025
Q2 | $3.73M | Buy |
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2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $3.13M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $914K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $996K | Buy |
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|
2020
Q2 | $881K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $1.59K | Buy |
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