Ritholtz Wealth Management’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 | $36.6M | Buy |
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2025
Q2 | $31.9M | Buy |
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2025
Q1 | $29M | Buy |
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|
2024
Q4 | $27.2M | Buy |
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|
2024
Q3 | $28.2M | Buy |
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|
2024
Q2 | $25.4M | Buy |
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|
2024
Q1 | $24.8M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.5M | Buy |
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|
2021
Q4 | $7.95M | Buy |
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|
2021
Q3 | $7.4M | Buy |
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|
2021
Q2 | $7.08M | Buy |
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|
2021
Q1 | $4.29M | Buy |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $3.31M | Buy |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | $1.76M | Buy |
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