Stonebridge Financial Planning Group’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
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $3.09M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $37K | Sell |
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|
2020
Q2 | $57K | Buy |
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