TruWealth 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
Q3 | $262K | Sell |
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2025
Q2 | $300K | Sell |
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2025
Q1 | $48.4M | Buy |
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|
2024
Q4 | $46.2M | Sell |
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2024
Q3 | $82.3M | Buy |
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|
2024
Q2 | $62.9M | Buy |
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2024
Q1 | $58.7M | Buy |
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|
2023
Q4 | $58.1M | Buy |
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|
2023
Q3 | $51.7M | Buy |
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|
2023
Q2 | $51M | Buy |
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|
2023
Q1 | $49.8M | Buy |
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