Trek Financial’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 | $564K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.82M | Sell |
|
|||||
|
2023
Q4 | $3.98M | Buy |
|
|||||
|
2023
Q3 | $2.62M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $9.57M | Sell |
|
|||||
|
2022
Q2 | $24.8M | Buy |
|
|||||
|
2022
Q1 | $21.9M | Sell |
|
|||||
|
2021
Q4 | $27.6M | Buy |
|
|||||
|
2021
Q3 | $25.8M | Buy |
|
|||||
|
2021
Q2 | $4.63M | Sell |
|
|||||
|
2021
Q1 | $22.2M | Sell |
|
|||||
|
2020
Q4 | $28.3M | Sell |
|
|||||
|
2020
Q3 | $46.3M | Sell |
|
|||||
|
2020
Q2 | $81.4M | Buy |
|
|||||
|
2020
Q1 | $4.69M | Sell |
|
|||||
|
2019
Q4 | $46.2M | Sell |
|
|||||
|
2019
Q3 | $50.7M | Sell |
|
|||||
|
2019
Q2 | $81.9M | Buy |
|
|||||
|
2019
Q1 | $48.9M | Buy |
|
|||||
|
2018
Q4 | $18.5M | Buy |
|