Life Planning Partners’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 | $953K | Buy |
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2025
Q2 | $882K | Sell |
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2025
Q1 | $973K | Buy |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $448K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $735K | Buy |
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