Key Financial Inc’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 | $218K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $79.9K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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