Oak Harbor Wealth Partners’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 | $2.56K | Hold |
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2025
Q2 | $2.52K | Hold |
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2025
Q1 | $2.5K | Hold |
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|
2024
Q4 | $2.46K | Hold |
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|
2024
Q3 | $2.6K | Sell |
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|
2024
Q2 | $23.9K | Buy |
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2024
Q1 | $2.5K | Hold |
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|
2023
Q4 | $2.54K | Hold |
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2023
Q3 | $2.35K | Hold |
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|
2023
Q2 | $2.49K | Hold |
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|
2023
Q1 | $2.52K | Hold |
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|
2022
Q4 | $2.42K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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