Simon Quick 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 | $1.4M | Buy |
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2025
Q2 | $1.32M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $23K | Buy |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $104K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6.96K | Buy |
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