AllSquare Wealth Management’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 | $12.7K | Hold |
116
| – | – | 0.01% | 360 |
|
2025
Q1 | $12.6K | Hold |
116
| – | – | 0.01% | 358 |
|
2024
Q4 | $12.4K | Hold |
116
| – | – | 0.01% | 360 |
|
2024
Q3 | $13.1K | Hold |
116
| – | – | 0.01% | 358 |
|
2024
Q2 | $12.4K | Hold |
116
| – | – | 0.01% | 353 |
|
2024
Q1 | $12.6K | Hold |
116
| – | – | 0.01% | 357 |
|
2023
Q4 | $12.8K | Hold |
116
| – | – | 0.01% | 350 |
|
2023
Q3 | $11.8K | Hold |
116
| – | – | 0.01% | 354 |
|
2023
Q2 | $12.4K | Hold |
116
| – | – | 0.01% | 356 |
|
2023
Q1 | $12.7K | Hold |
116
| – | – | 0.01% | 350 |
|
2022
Q4 | $12.2K | Hold |
116
| – | – | 0.01% | 343 |
|
2022
Q3 | $12K | Hold |
116
| – | – | 0.01% | 335 |
|
2022
Q2 | $13K | Hold |
116
| – | – | 0.01% | 339 |
|
2022
Q1 | $14K | Buy |
+116
| New | +$14K | 0.01% | 346 |
|
2019
Q4 | – | Sell |
-27
| Closed | -$3K | – | 460 |
|
2019
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 399 |
|
2018
Q3 | – | Sell |
-25
| Closed | -$3K | – | 495 |
|
2018
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 429 |
|