Sharkey, Howes & Javer’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
Q1 | – | Sell |
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|
2024
Q4 | $2.8M | Sell |
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2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $4.16M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $689K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $7.76M | Sell |
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|
2020
Q4 | $16.8M | Sell |
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|
2020
Q3 | $16.6M | Buy |
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|
2020
Q2 | $14.3M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $3.68M | Sell |
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|
2019
Q1 | $4.79M | Buy |
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