McAdam LLC’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
$512K Sell
2025
Q2
$512K Sell
2025
Q1
$548K Sell
2024
Q4
$597K Sell
2024
Q3
$720K Buy
2024
Q2
$665K Sell
2024
Q1
$733K Buy
2023
Q4
$741K Sell
2023
Q3
$792K Buy
2023
Q2
$668K Buy
2023
Q1
$671K Buy
2022
Q4
Sell
2022
Q3
$563K Sell
2022
Q2
$639K Buy
2022
Q1
$591K Buy
2018
Q4
Sell
2018
Q3
$23K Hold
2018
Q2
$23K Hold
2018
Q1
$23K Buy