1620 Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.8K | Hold |
427
| – | – | 0.03% | 314 |
|
2025
Q1 | $46.4K | Hold |
427
| – | – | 0.04% | 308 |
|
2024
Q4 | $45.6K | Hold |
427
| – | – | 0.03% | 312 |
|
2024
Q3 | $48.2K | Hold |
427
| – | – | 0.03% | 307 |
|
2024
Q2 | $45.7K | Buy |
+427
| New | +$45.7K | 0.04% | 310 |
|
2022
Q2 | – | Sell |
-4,058
| Closed | -$538K | – | 135 |
|
2022
Q1 | $538K | Hold |
4,058
| – | – | 0.59% | 64 |
|
2021
Q4 | $538K | Buy |
+4,058
| New | +$538K | 0.6% | 61 |
|