Kaizen Financial Strategies’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 | $697K | Buy |
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2025
Q1 | $649K | Sell |
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2024
Q4 | $814K | Sell |
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2024
Q3 | $896K | Sell |
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2024
Q2 | $882K | Sell |
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|
2024
Q1 | $942K | Sell |
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|
2023
Q4 | $959K | Sell |
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|
2023
Q3 | $998K | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $986K | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $4M | Buy |
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