Silver Oak Securities’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 | $345K | Buy |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $851K | Buy |
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