Mission Wealth Management’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 | $328K | Sell |
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2025
Q2 | $329K | Buy |
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2025
Q1 | $319K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $467K | Sell |
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|
2019
Q1 | $463K | Sell |
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|
2018
Q4 | $443K | Sell |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $472K | Buy |
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|
2018
Q1 | $437K | Buy |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q3 | $217K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $216K | Buy |
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