Petrus Trust Company’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
Q2
$20.5M Sell
2025
Q1
$27.4M Hold
2024
Q4
$27M Hold
2024
Q3
$28.5M Buy
2024
Q2
$26.6M Hold
2024
Q1
$27.1M Buy
2023
Q4
$25.3M Hold
2023
Q3
$23.3M Buy
2023
Q2
$19.1M Buy
2023
Q1
$12.9M Buy
2022
Q4
$5.31M Buy
2022
Q3
$290K Hold
2022
Q2
$311K Hold
2022
Q1
$342K Sell
2021
Q4
$1.33M Hold
2021
Q3
$1.34M Sell
2021
Q2
$12.2M Sell
2021
Q1
$30M Sell
2020
Q4
$41.6M Sell
2020
Q3
$42.2M Buy
2020
Q2
$40.9M Buy
2020
Q1
$31.5M Buy