Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.1M | Buy |
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|
2023
Q2 | $32.8M | Sell |
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2023
Q1 | $43.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $67.6M | Buy |
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|
2021
Q2 | $60.3M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $37.8M | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $56.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.45M | Buy |
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