Keystone 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 | $342K | Sell |
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|
2025
Q2 | $1.79M | Sell |
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2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Sell |
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|
2021
Q4 | $448K | Buy |
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