McDonald 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 | $789K | Hold |
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|
2025
Q2 | $776K | Sell |
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2025
Q1 | $824K | Buy |
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|
2024
Q4 | $801K | Hold |
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|
2024
Q3 | $847K | Buy |
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|
2024
Q2 | $750K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $964K | Sell |
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|
2021
Q2 | $993K | Sell |
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|
2021
Q1 | $970K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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