Mokosak Advisory Group’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
Q2 | $3.22M | Sell |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $2.68M | Buy |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.5M | Buy |
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|
2020
Q1 | $1.69M | Buy |
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