Perennial 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 | $2.23M | Buy |
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2025
Q2 | $2.01M | Buy |
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2025
Q1 | $1.74M | Buy |
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2024
Q4 | $1.29M | Buy |
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2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2021
Q2 | – | Sell |
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2021
Q1 | $239K | Sell |
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|
2020
Q4 | $597K | Sell |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $406K | Buy |
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