Mount Yale Investment 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
$1.98K Buy
2024
Q2
Sell
2024
Q1
$305K Sell
2023
Q4
$825K Buy
2023
Q3
$515K Buy
2021
Q2
Sell
2021
Q1
$835K Sell
2020
Q4
$1.58M Buy
2020
Q3
$1.36M Buy
2020
Q2
$875K Buy