Wealthspire Advisors (New York)’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 | $880K | Sell |
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2025
Q2 | $892K | Sell |
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2025
Q1 | $924K | Sell |
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|
2024
Q4 | $966K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $3.23M | Sell |
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|
2022
Q2 | $3.52M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $4.22M | Sell |
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|
2020
Q4 | $4.58M | Buy |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $3.5M | Sell |
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|
2020
Q1 | $7.28M | Buy |
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|
2019
Q4 | $3M | Buy |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.72M | Sell |
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|
2019
Q1 | $2.61M | Sell |
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|
2018
Q4 | $2.98M | Buy |
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