Stratos 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
Q2 | $270K | Sell |
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|
2025
Q1 | $1.64M | Sell |
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2024
Q4 | $11M | Sell |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $6.65M | Sell |
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|
2023
Q4 | $8.18M | Buy |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $6.4M | Buy |
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|
2023
Q1 | $3.99M | Sell |
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|
2022
Q4 | $5.77M | Sell |
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|
2022
Q3 | $6.1M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $9.71M | Buy |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $5.86M | Buy |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $846K | Buy |
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|
2020
Q1 | $47K | Buy |
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