MTC 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 | $12.7M | Sell |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $9.42M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.5M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.9M | Sell |
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|
2023
Q2 | $15.9M | Sell |
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|
2023
Q1 | $22.6M | Sell |
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|
2022
Q4 | $28.7M | Buy |
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|
2022
Q3 | $16.6M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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