Ropes Wealth 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
2023
Q3
$1.95M Hold
2023
Q2
$2.07M Sell
2023
Q1
$2.11M Buy
2022
Q4
$2.02M Buy
2021
Q1
Sell
2020
Q4
$3K Buy
2020
Q2
Sell
2020
Q1
$23K Buy
2019
Q4
Sell
2019
Q3
$277K Sell
2019
Q2
$283K Buy
2019
Q1
$259K Hold
2018
Q4
$245K Buy
2018
Q2
Sell
2018
Q1
$3K Buy