Lake Street Private Wealth’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 | $2.26M | Buy |
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2025
Q2 | $2.06M | Buy |
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2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.52M | Sell |
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2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $749K | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $2.03M | Buy |
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