Smallwood Wealth Investment Management’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 | $528K | Hold |
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2025
Q2 | $520K | Sell |
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2025
Q1 | $517K | Hold |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $896K | Hold |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $893K | Hold |
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|
2023
Q2 | $947K | Hold |
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|
2023
Q1 | $960K | Hold |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $922K | Buy |
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