Pacific Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $3.95M | Hold |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $4.62M | Sell |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $4.51M | Sell |
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|
2022
Q3 | $4.4M | Sell |
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|
2022
Q2 | $4.92M | Buy |
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|
2022
Q1 | $5.32M | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $8.21M | Buy |
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|
2021
Q2 | $8.27M | Sell |
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|
2021
Q1 | $8.17M | Sell |
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|
2020
Q4 | $20.6M | Buy |
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