ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $217K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $279K | Buy |
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