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Rothschild Investment LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rothschild Investment LLC’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Buy
2,010
+100
+5% +$11K 0.01% 639
2025
Q4 		$210K Hold
1,910
– – 0.01% 605
2025
Q3 		$213K Buy
1,910
+90
+5% +$9.89K 0.01% 584
2025
Q2 		$199K Hold
1,820
– – 0.01% 514
2025
Q1 		$198K Hold
1,820
– – 0.01% 503
2024
Q4 		$194K Sell
1,820
-1,000
-35% -$109K 0.01% 510
2024
Q3 		$319K Hold
2,820
– – 0.02% 420
2024
Q2 		$302K Hold
2,820
– – 0.02% 421
2024
Q1 		$307K Hold
2,820
– – 0.02% 403
2023
Q4 		$312K Buy
+2,820
New +$294K 0.03% 349

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N
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B
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