VisionPoint Advisory Group’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 | $6.63M | Sell |
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2025
Q2 | $6.57M | Sell |
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2025
Q1 | $6.55M | Sell |
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|
2024
Q4 | $6.48M | Sell |
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2024
Q3 | $7.77M | Buy |
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|
2024
Q2 | $4.75M | Sell |
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2024
Q1 | $5.07M | Buy |
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|
2023
Q4 | $20.8K | Sell |
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2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $168K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $627K | Sell |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $620K | Buy |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $440K | Sell |
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|
2019
Q3 | $449K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $224K | Buy |
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