Ameliora 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 | $162K | Hold |
1,475
| – | – | 0.06% | 112 |
|
|
2025
Q1 | $160K | Hold |
1,475
| – | – | 0.06% | 108 |
|
|
2024
Q4 | $158K | Buy |
+1,475
| New | +$158K | 0.06% | 113 |
|
|
2023
Q1 | – | Sell |
-4,700
| Closed | -$496K | – | 242 |
|
|
2022
Q4 | $496K | Hold |
4,700
| – | – | 0.27% | 49 |
|
|
2022
Q3 | $475K | Buy |
+4,700
| New | +$475K | 0.26% | 51 |
|