Allie Family Office’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 | $1.56M | Sell |
14,269
-1,640
| -10% | -$180K | 0.78% | 23 |
|
|
2025
Q1 | $1.73M | Hold |
15,909
| – | – | 0.94% | 22 |
|
|
2024
Q4 | $1.7M | Buy |
15,909
+884
| +6% | +$94.5K | 0.94% | 22 |
|
|
2024
Q3 | $1.7M | Buy |
15,025
+2,000
| +15% | +$226K | 0.91% | 21 |
|
|
2024
Q2 | $1.4M | Hold |
13,025
| – | – | 0.84% | 22 |
|
|
2024
Q1 | $1.42M | Hold |
13,025
| – | – | 0.84% | 19 |
|
|
2023
Q4 | $1.44M | Hold |
13,025
| – | – | 1% | 18 |
|
|
2023
Q3 | $1.33M | Buy |
13,025
+4,240
| +48% | +$433K | 1.07% | 17 |
|
|
2023
Q2 | $950K | Buy |
8,785
+460
| +6% | +$49.7K | 0.68% | 22 |
|
|
2023
Q1 | $913K | Hold |
8,325
| – | – | 0.68% | 24 |
|
|
2022
Q4 | $878K | Buy |
8,325
+950
| +13% | +$100K | 0.72% | 22 |
|
|
2022
Q3 | $756K | Hold |
7,375
| – | – | 0.65% | 22 |
|
|
2022
Q2 | $811K | Buy |
7,375
+1,765
| +31% | +$194K | 0.66% | 25 |
|
|
2022
Q1 | $678K | Hold |
5,610
| – | – | 0.52% | 32 |
|
|
2021
Q4 | $743K | Buy |
+5,610
| New | +$743K | 0.59% | 33 |
|