Market Street Wealth Management Advisors’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 | $295K | Hold |
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2025
Q2 | $290K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $9.77M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.39M | Buy |
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