Montecito Bank & Trust’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 | $1.21M | Buy |
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2025
Q1 | $949K | Buy |
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|
2024
Q4 | $932K | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.73M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.2M | Buy |
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|
2016
Q1 | $698K | Sell |
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|
2015
Q4 | $994K | Buy |
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|
2015
Q3 | $888K | Sell |
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|
2015
Q2 | $981K | Hold |
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|
2015
Q1 | $981K | Buy |
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|
2014
Q4 | $956K | Buy |
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|
2014
Q3 | $893K | Buy |
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|
2014
Q2 | $415K | Hold |
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|
2014
Q1 | $407K | Sell |
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|
2013
Q4 | $587K | Sell |
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|
2013
Q3 | $1.02M | Sell |
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|
2013
Q2 | $1.74M | Buy |
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