ABLE Financial Group’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 | $395K | Sell |
3,606
-1,361
| -27% | -$149K | 0.1% | 134 |
|
|
2025
Q1 | $540K | Hold |
4,967
| – | – | 0.15% | 99 |
|
|
2024
Q4 | $531K | Buy |
4,967
+8
| +0.2% | +$855 | 0.16% | 98 |
|
|
2024
Q3 | $560K | Buy |
4,959
+31
| +0.6% | +$3.5K | 0.17% | 94 |
|
|
2024
Q2 | $528K | Buy |
+4,928
| New | +$528K | 0.19% | 89 |
|
|
2023
Q2 | – | Sell |
-4,561
| Closed | -$500K | – | 147 |
|
|
2023
Q1 | $500K | Buy |
+4,561
| New | +$500K | 0.33% | 65 |
|