Personal CFO Solutions’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 | $367K | Buy |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $861K | Sell |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $485K | Buy |
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