American Financial & Tax Strategies’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 | $1.22M | Sell |
11,102
-1,885
| -15% | -$207K | 0.63% | 47 |
|
|
2025
Q1 | $1.41M | Sell |
12,987
-5
| -0% | -$543 | 0.76% | 40 |
|
|
2024
Q4 | $1.39M | Sell |
12,992
-14
| -0.1% | -$1.5K | 0.72% | 42 |
|
|
2024
Q3 | $1.47M | Sell |
13,006
-195
| -1% | -$22K | 0.75% | 41 |
|
|
2024
Q2 | $1.41M | Buy |
13,201
+89
| +0.7% | +$9.53K | 0.75% | 40 |
|
|
2024
Q1 | $1.43M | Sell |
13,112
-91
| -0.7% | -$9.91K | 0.77% | 41 |
|
|
2023
Q4 | $1.46M | Buy |
+13,203
| New | +$1.46M | 0.83% | 39 |
|