Moser Wealth Advisors’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 | $391K | Hold |
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2025
Q1 | $387K | Buy |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $679K | Buy |
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|
2022
Q4 | $713K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $749K | Sell |
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|
2022
Q1 | $845K | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $853K | Hold |
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|
2020
Q4 | $906K | Buy |
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|
2020
Q3 | $837K | Buy |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $215K | Buy |
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