Tempus Wealth Planning’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 | $924K | Buy |
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|
2025
Q2 | $901K | Buy |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $575K | Hold |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q2 | $578K | Buy |
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