Stratos Wealth Partners’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 | $12.2M | Buy |
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2025
Q1 | $11.8M | Buy |
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2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.73M | Sell |
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|
2024
Q1 | $9.9M | Buy |
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|
2023
Q4 | $9.47M | Buy |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $3.7M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $3.84M | Sell |
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|
2022
Q1 | $7.43M | Buy |
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|
2021
Q4 | $7.19M | Sell |
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|
2021
Q3 | $7.37M | Sell |
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|
2021
Q2 | $7.77M | Buy |
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|
2021
Q1 | $7.26M | Sell |
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|
2020
Q4 | $7.89M | Buy |
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|
2020
Q3 | $7.61M | Buy |
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|
2020
Q2 | $7.01M | Buy |
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|
2020
Q1 | $4.99M | Buy |
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|
2019
Q4 | $4.31M | Sell |
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|
2019
Q3 | $5.65M | Sell |
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|
2019
Q2 | $6.17M | Sell |
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|
2019
Q1 | $6.02M | Sell |
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|
2018
Q4 | $5.71M | Sell |
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|
2018
Q3 | $6.32M | Buy |
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|
2018
Q2 | $6.25M | Sell |
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|
2018
Q1 | $8.81M | Buy |
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|
2017
Q4 | $8.43M | Sell |
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|
2017
Q3 | $10.6M | Sell |
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|
2017
Q2 | $10.6M | Buy |
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|
2017
Q1 | $10.1M | Buy |
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|
2016
Q4 | $9.5M | Sell |
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|
2016
Q3 | $28.4M | Buy |
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|
2016
Q2 | $23.5M | Buy |
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|
2016
Q1 | $3.42M | Buy |
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|
2015
Q4 | $2.11M | Sell |
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|
2015
Q3 | $13.5M | Buy |
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|
2015
Q2 | $2.98M | Sell |
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|
2015
Q1 | $10.1M | Buy |
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|
2014
Q4 | $1.81M | Sell |
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|
2014
Q3 | $5.58M | Buy |
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|
2014
Q2 | $1.38M | Buy |
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