Larson Financial Group’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 | $287K | Sell |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $134K | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $36K | Sell |
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|
2020
Q4 | $50K | Sell |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q2 | $38K | Buy |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $27K | Buy |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $23K | Buy |
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|
2018
Q4 | $11K | Buy |
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