Trivium Point Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $676K | Sell |
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|
2025
Q3 | $718K | Buy |
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|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $720K | Sell |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $737K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $835K | Buy |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $873K | Buy |
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|
2019
Q1 | $649K | Buy |
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