Planned 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
Q2 | $432K | Hold |
|
|||||
|
2025
Q1 | $428K | Hold |
|
|||||
|
2024
Q4 | $421K | Hold |
|
|||||
|
2024
Q3 | $445K | Hold |
|
|||||
|
2024
Q2 | $422K | Hold |
|
|||||
|
2024
Q1 | $429K | Hold |
|
|||||
|
2023
Q4 | $436K | Sell |
|
|||||
|
2023
Q3 | $443K | Hold |
|
|||||
|
2023
Q2 | $469K | Hold |
|
|||||
|
2023
Q1 | $476K | Hold |
|
|||||
|
2022
Q4 | $458K | Hold |
|
|||||
|
2022
Q3 | $445K | Hold |
|
|||||
|
2022
Q2 | $478K | Hold |
|
|||||
|
2022
Q1 | $525K | Hold |
|
|||||
|
2021
Q4 | $575K | Buy |
|
|||||
|
2021
Q2 | $512K | Hold |
|
|||||
|
2021
Q1 | $495K | Sell |
|
|||||
|
2020
Q4 | $639K | Buy |
|
|||||
|
2020
Q3 | $4K | Buy |
|