U.S. Capital 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
Q3 | $431K | Sell |
|
|||||
|
2025
Q2 | $425K | Buy |
|
|||||
|
2025
Q1 | $354K | Sell |
|
|||||
|
2024
Q4 | $399K | Buy |
|
|||||
|
2024
Q3 | $346K | Buy |
|
|||||
|
2024
Q2 | $278K | Sell |
|
|||||
|
2024
Q1 | $562K | Sell |
|
|||||
|
2023
Q4 | $2.07M | Buy |
|
|||||
|
2023
Q3 | $1.55M | Buy |
|
|||||
|
2023
Q2 | $279K | Sell |
|
|||||
|
2023
Q1 | $434K | Sell |
|
|||||
|
2022
Q4 | $1.2M | Buy |
|