Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.17M | Sell |
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2025
Q2 | $5.97M | Buy |
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2025
Q1 | $5.45M | Buy |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $5M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $569K | Buy |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $2.82M | Sell |
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|
2021
Q4 | $4.07M | Sell |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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