RWA Wealth Partners’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 | $6.52M | Buy |
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|
2025
Q2 | $6.36M | Sell |
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2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $6.59M | Sell |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $6.52M | Buy |
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|
2024
Q1 | $6.17M | Sell |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $3.36M | Buy |
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|
2023
Q2 | $3.42M | Buy |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.75M | Sell |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.26M | Sell |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $3.36M | Sell |
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|
2020
Q2 | $10.1M | Sell |
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|
2020
Q1 | $9.84M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $10.8M | Sell |
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|
2019
Q2 | $11.4M | Sell |
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|
2019
Q1 | $12.5M | Buy |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $3.67M | Buy |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $2.19M | Sell |
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|
2017
Q4 | $13.3M | Sell |
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|
2017
Q3 | $21.4M | Sell |
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|
2017
Q2 | $34.2M | Buy |
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|
2017
Q1 | $21.6M | Buy |
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|
2016
Q4 | $345K | Buy |
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