SOA Wealth 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 | $229K | Buy |
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2025
Q2 | $223K | Buy |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $398K | Buy |
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