N.E.W. Advisory Services’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 | $74K | Sell |
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|
2025
Q1 | $76.4K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $740K | Sell |
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|
2021
Q2 | $834K | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.75M | Buy |
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