RPg Family Wealth Advisory’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 | $334K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15.4K | Sell |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $553K | Buy |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $558K | Buy |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $540K | Sell |
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|
2019
Q3 | $599K | Sell |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $47K | Buy |
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|
2018
Q3 | $43.6K | Buy |
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|
2018
Q2 | $33.7K | Buy |
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|
2018
Q1 | $32.4K | Sell |
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|
2017
Q4 | $42.1K | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $16.9K | Sell |
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|
2017
Q1 | $45.9K | Buy |
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