Topel & Distasi Wealth Management’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 | $10.6M | Buy |
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|
2025
Q2 | $9.93M | Sell |
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2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $8.63M | Buy |
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|
2023
Q3 | $7.28M | Buy |
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|
2023
Q2 | $7.46M | Buy |
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|
2023
Q1 | $7.44M | Buy |
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|
2022
Q4 | $6.8M | Buy |
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|
2022
Q3 | $6.6M | Sell |
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|
2022
Q2 | $7.23M | Sell |
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|
2022
Q1 | $8.75M | Buy |
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|
2021
Q4 | $9.24M | Buy |
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