Robertson Stephens 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
Q2 | $250K | Sell |
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2025
Q1 | $248K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $936K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $6.97M | Buy |
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|
2021
Q3 | $766K | Sell |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $3.24M | Sell |
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|
2020
Q2 | $5.32M | Buy |
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|
2020
Q1 | $2.09M | Sell |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $5.49M | Buy |
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|
2019
Q1 | $2.26M | Buy |
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