Partners Value Investments’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
Q1 | – | Sell |
-36,515
| Closed | -$3.9M | – | 10 |
|
|
2024
Q4 | $3.9M | Hold |
36,515
| – | – | 0.04% | 10 |
|
|
2024
Q3 | $4.13M | Hold |
36,515
| – | – | 0.05% | 10 |
|
|
2024
Q2 | $3.91M | Hold |
36,515
| – | – | 0.06% | 11 |
|
|
2024
Q1 | $3.98M | Hold |
36,515
| – | – | 0.06% | 10 |
|
|
2023
Q4 | $4.04M | Hold |
36,515
| – | – | 0.06% | 10 |
|
|
2023
Q3 | $3.73M | Buy |
+36,515
| New | +$3.73M | 0.07% | 9 |
|
|
2021
Q2 | $4.87K | Hold |
36,515
| – | – | ﹤0.01% | 5 |
|
|
2021
Q1 | $4.75M | Hold |
36,515
| – | – | 0.08% | 5 |
|
|
2020
Q4 | $5.04M | Hold |
36,515
| – | – | 0.09% | 6 |
|
|
2020
Q3 | $4.92M | Buy |
+36,515
| New | +$4.92M | 0.11% | 6 |
|