L.M. Kohn & Company’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 | – | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $395K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $318K | Buy |
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