OneDigital 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
Q3 | $3.26M | Sell |
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2025
Q2 | $3.26M | Sell |
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2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $4.54M | Buy |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $5.61M | Sell |
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|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $719K | Sell |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $396K | Sell |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $585K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $223K | Buy |
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|
2018
Q2 | $165K | Sell |
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|
2018
Q1 | $181K | Buy |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $17K | Sell |
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|
2017
Q2 | $178K | Buy |
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