Venturi Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $72.7K | Sell |
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2024
Q3 | $77.9K | Buy |
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|
2024
Q2 | $37.1K | Sell |
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|
2024
Q1 | $94.1K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $83.2K | Sell |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $23.5M | Buy |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $15.5M | Buy |
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|
2020
Q4 | $17.9M | Sell |
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|
2020
Q3 | $39M | Sell |
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|
2020
Q2 | $53.7M | Buy |
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|
2020
Q1 | $7.09M | Sell |
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|
2019
Q4 | $35.4M | Buy |
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|
2019
Q3 | $34.6M | Buy |
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|
2019
Q2 | $30.8M | Sell |
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|
2019
Q1 | $29.6M | Buy |
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|
2018
Q4 | $13.5M | Buy |
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|
2018
Q3 | $3.52M | Buy |
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|
2018
Q2 | $2.28M | Buy |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $4.18M | Buy |
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|
2017
Q3 | $2.47M | Sell |
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|
2017
Q2 | $3.14M | Buy |
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|
2017
Q1 | $2.18M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | $337K | Sell |
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|
2016
Q2 | $338K | Hold |
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|
2016
Q1 | $327K | Buy |
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