Realta Investment Advisors’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 | $8.56K | Sell |
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|
2025
Q2 | $19.4K | Buy |
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|
2025
Q1 | $8.35K | Sell |
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|
2024
Q4 | $11.1K | Sell |
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|
2024
Q3 | $12.7K | Sell |
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|
2024
Q2 | $32.6K | Hold |
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|
2024
Q1 | $33.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $90.8K | Buy |
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|
2023
Q2 | $84.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $141K | Sell |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $274K | Buy |
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