NBT Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Hold
1,324
0.01% 396
2025
Q1
$144K Sell
1,324
-73
-5% -$7.93K 0.01% 394
2024
Q4
$149K Sell
1,397
-2,855
-67% -$305K 0.01% 392
2024
Q3
$480K Buy
4,252
+2,036
+92% +$230K 0.03% 285
2024
Q2
$237K Sell
2,216
-286
-11% -$30.6K 0.02% 356
2024
Q1
$273K Sell
2,502
-1,232
-33% -$134K 0.02% 342
2023
Q4
$413K Buy
+3,734
New +$413K 0.03% 288