Matthew Hamilton Rosenberg’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 | $70.9K | Hold |
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|
2025
Q2 | $69.7K | Sell |
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2025
Q1 | $112K | Sell |
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|
2024
Q4 | $113K | Sell |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $85.4K | Hold |
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|
2024
Q1 | $86.5K | Buy |
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|
2023
Q4 | $56K | Hold |
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|
2023
Q3 | $51.6K | Sell |
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|
2023
Q2 | $55.1K | Buy |
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|
2023
Q1 | $55.4K | Hold |
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|
2022
Q4 | $53.3K | Hold |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $83K | Buy |
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