Kestra Private Wealth Services’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 | $8.05M | Buy |
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2025
Q2 | $7.82M | Buy |
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2025
Q1 | $7.47M | Buy |
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|
2024
Q4 | $7.28M | Buy |
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|
2024
Q3 | $6.53M | Sell |
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|
2024
Q2 | $8.6M | Buy |
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|
2024
Q1 | $5.21M | Sell |
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|
2023
Q4 | $5.35M | Buy |
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2023
Q3 | $3.54M | Buy |
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|
2023
Q2 | $3.27M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $659K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $2.88M | Buy |
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