MAM
Milestone Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67,124
| Closed | -$7.17M | – | 233 |
|
|
2024
Q4 | $7.17M | Buy |
+67,124
| New | +$7.17M | 1.58% | 12 |
|
|
2024
Q3 | – | Sell |
-42,246
| Closed | -$4.53M | – | 217 |
|
|
2024
Q2 | $4.53M | Sell |
42,246
-15,134
| -26% | -$1.62M | 1.13% | 17 |
|
|
2024
Q1 | $6.25M | Buy |
+57,380
| New | +$6.25M | 1.79% | 14 |
|
|
2023
Q1 | – | Sell |
-2,231
| Closed | -$246K | – | 82 |
|
|
2022
Q4 | $246K | Buy |
+2,231
| New | +$246K | 0.15% | 58 |
|