Anfield Capital 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 | $8.63M | Sell |
78,724
-708
| -0.9% | -$77.6K | 2.86% | 8 |
|
2025
Q1 | $8.63M | Buy |
79,432
+4,947
| +7% | +$538K | 3.19% | 8 |
|
2024
Q4 | $7.96M | Buy |
74,485
+2,106
| +3% | +$225K | 2.89% | 13 |
|
2024
Q3 | $8.18M | Buy |
72,379
+72,018
| +19,950% | +$8.14M | 3.12% | 11 |
|
2024
Q2 | $38.7K | Buy |
+361
| New | +$38.7K | 0.02% | 123 |
|
2021
Q4 | – | Sell |
-23,497
| Closed | -$3.13M | – | 119 |
|
2021
Q3 | $3.13M | Buy |
+23,497
| New | +$3.13M | 0.98% | 26 |
|
2021
Q2 | – | Sell |
-7,478
| Closed | -$973K | – | 225 |
|
2021
Q1 | $973K | Buy |
7,478
+3,069
| +70% | +$399K | 0.39% | 58 |
|
2020
Q4 | $609K | Buy |
+4,409
| New | +$609K | 0.26% | 60 |
|
2020
Q1 | – | Sell |
-143
| Closed | -$19K | – | 261 |
|
2019
Q4 | $19K | Buy |
+143
| New | +$19K | 0.01% | 277 |
|