Mayflower Financial 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 | $271K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $663K | Hold |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $695K | Hold |
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|
2020
Q4 | $738K | Buy |
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