TRUE Private Wealth Advisors’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 | $555K | Sell |
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2025
Q1 | $565K | Sell |
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2024
Q4 | $558K | Sell |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $777K | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $3.76M | Buy |
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|
2021
Q2 | $3.79M | Sell |
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|
2021
Q1 | $4.39M | Sell |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $7.97M | Sell |
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|
2020
Q2 | $8.51M | Buy |
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|
2020
Q1 | $4.02M | Sell |
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|
2019
Q4 | $4.74M | Buy |
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $4.32M | Buy |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.6M | Sell |
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|
2018
Q3 | $2.89M | Sell |
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|
2018
Q2 | $3.11M | Buy |
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|
2018
Q1 | $2.33M | Sell |
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|
2017
Q4 | $2.5M | Sell |
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|
2017
Q3 | $3.22M | Buy |
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|
2017
Q2 | $2.85M | Sell |
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|
2017
Q1 | $2.8M | Buy |
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|
2016
Q4 | $2.24M | Buy |
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|
2016
Q3 | $2.19M | Buy |
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|
2016
Q2 | $2.03M | Sell |
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|
2016
Q1 | $3.07M | Buy |
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|
2015
Q4 | $2.44M | Buy |
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