McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $858K | Sell |
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|
2022
Q4 | $989K | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $4M | Sell |
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|
2021
Q4 | $6.2M | Sell |
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|
2021
Q3 | $9.77M | Sell |
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|
2021
Q2 | $35.8M | Buy |
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|
2021
Q1 | $33.6M | Buy |
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|
2020
Q4 | $10.8M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $212K | Buy |
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