Onyx Bridge Wealth Group’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 | – | Sell |
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|
2025
Q2 | $1.25M | Sell |
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2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $7.58M | Buy |
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|
2024
Q3 | $6.14M | Buy |
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|
2024
Q2 | $4.38M | Buy |
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|
2024
Q1 | $4.1M | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $747K | Sell |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $960K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $792K | Buy |
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