SlateStone Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SlateStone Wealth’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$644K	Buy
2024 Q3	–	Sell
2024 Q2	$465K	Buy
2024 Q1	$393K	Hold
2023 Q4	$399K	Hold
2023 Q3	$368K	Buy
2023 Q2	$342K	Hold
2023 Q1	$347K	Hold
2022 Q4	$334K	Buy
2022 Q3	$324K	Hold
2022 Q2	$348K	Buy