Perfromance Wealth Partners’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 | $437K | Sell |
|
|||||
|
2025
Q2 | $431K | Sell |
|
|||||
|
2025
Q1 | $429K | Sell |
|
|||||
|
2024
Q4 | $443K | Sell |
|
|||||
|
2024
Q3 | $516K | Buy |
|
|||||
|
2024
Q2 | $482K | Sell |
|
|||||
|
2024
Q1 | $1.07M | Buy |
|
|||||
|
2023
Q4 | $630K | Sell |
|
|||||
|
2023
Q3 | $651K | Sell |
|
|||||
|
2023
Q2 | $824K | Sell |
|
|||||
|
2023
Q1 | $913K | Sell |
|
|||||
|
2022
Q4 | $935K | Sell |
|
|||||
|
2022
Q3 | $969K | Sell |
|
|||||
|
2022
Q2 | $1.04M | Sell |
|
|||||
|
2022
Q1 | $1.16M | Buy |
|
|||||
|
2021
Q4 | $1.25M | Buy |
|