WhitTier Trust Company’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 | $89.2K | Hold |
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|
2025
Q2 | $87.7K | Hold |
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|
2025
Q1 | $87K | Hold |
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|
2024
Q4 | $85.5K | Hold |
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|
2024
Q3 | $90.4K | Hold |
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|
2024
Q2 | $85.7K | Sell |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $108K | Sell |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $123K | Sell |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $156K | Hold |
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|
2022
Q2 | $168K | Hold |
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|
2022
Q1 | $184K | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $123K | Hold |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $111K | Sell |
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|
2018
Q3 | $182K | Sell |
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|
2018
Q2 | $191K | Buy |
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|
2018
Q1 | $178K | Buy |
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|
2017
Q4 | $179K | Hold |
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|
2017
Q3 | $178K | Buy |
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|
2017
Q2 | $105K | Hold |
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|
2017
Q1 | $103K | Sell |
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|
2016
Q4 | $151K | Sell |
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|
2016
Q3 | $167K | Hold |
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|
2016
Q2 | $167K | Hold |
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|
2016
Q1 | $162K | Hold |
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|
2015
Q4 | $155K | Hold |
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|
2015
Q3 | $158K | Hold |
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|
2015
Q2 | $158K | Hold |
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|
2015
Q1 | $165K | Hold |
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|
2014
Q4 | $162K | Sell |
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|
2014
Q3 | $191K | Sell |
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|
2014
Q2 | $195K | Sell |
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|
2014
Q1 | $217K | Hold |
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|
2013
Q4 | $211K | Hold |
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|
2013
Q3 | $210K | Hold |
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|
2013
Q2 | $210K | Buy |
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