Pinnacle Wealth Planning Services’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
Q4
$50.5K Buy
2021
Q1
Sell
2020
Q4
$33K Buy
2018
Q3
Sell
2018
Q2
$230K Hold
2018
Q1
$235K Hold
2017
Q4
$244K Buy