Private 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
Q3
$1.65M Buy
2025
Q2
$811K Sell
2025
Q1
$1.06M Buy
2024
Q4
$938K Sell
2024
Q3
$1.11M Buy
2024
Q2
$977K Buy
2024
Q1
$962K Sell
2023
Q4
$1.13M Buy
2023
Q3
$1.02M Buy
2023
Q2
$851K Buy
2023
Q1
$857K Sell
2022
Q4
$941K Buy
2022
Q3
$792K Sell
2022
Q2
$865K Buy
2014
Q4
Sell
2014
Q3
$263K Sell
2014
Q2
$272K Buy
2014
Q1
$232K Buy
2013
Q4
$57K Sell
2013
Q3
$180K Sell
2013
Q2
$1.72M Buy