Wealthstar 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
Q2 | $10.5M | Sell |
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2025
Q1 | $11.7M | Sell |
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2024
Q4 | $23.3M | Buy |
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2024
Q2 | – | Sell |
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2024
Q1 | $42.9M | Sell |
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2023
Q4 | $44M | Sell |
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2023
Q3 | $42.2M | Sell |
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2023
Q2 | $45.6M | Sell |
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2023
Q1 | $46.4M | Buy |
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2022
Q4 | $43.8M | Sell |
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2022
Q3 | $42.7M | Buy |
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2022
Q2 | $44M | Buy |
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2022
Q1 | $46.8M | Buy |
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2021
Q4 | $49.9M | Sell |
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2021
Q3 | $50.3M | Buy |
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2021
Q2 | $50.6M | Buy |
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2020
Q1 | $30.2M | Sell |
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2019
Q4 | $40.6M | Buy |
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2019
Q3 | $39.3M | Buy |
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2019
Q2 | $37.2M | Buy |
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2019
Q1 | $35.2M | Buy |
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2018
Q4 | $32.7M | Sell |
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2018
Q3 | $33.8M | Buy |
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2018
Q2 | $33.6M | Buy |
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2018
Q1 | $32.6M | Buy |
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