ShoreHaven 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 | $1.35M | Sell |
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2025
Q2 | $2.26M | Buy |
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2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $4.46M | Sell |
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2024
Q1 | $4.85M | Sell |
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|
2023
Q4 | $5.18M | Buy |
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2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $6.6M | Buy |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $3.92M | Sell |
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|
2022
Q3 | $3.9M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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2022
Q1 | $2.25M | Buy |
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