Wealth Advisory Solutions’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 | $1.02M | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $663K | Sell |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $704K | Sell |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q3 | $856K | Sell |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $2.12M | Buy |
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