Apexium Financial’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
Q1 | – | Sell |
-2,360
| Closed | -$252K | – | 284 |
|
|
2024
Q4 | $252K | Sell |
2,360
-478
| -17% | -$51.1K | 0.02% | 227 |
|
|
2024
Q3 | $321K | Buy |
+2,838
| New | +$321K | 0.02% | 181 |
|
|
2024
Q2 | – | Sell |
-2,108
| Closed | -$230K | – | 231 |
|
|
2024
Q1 | $230K | Sell |
2,108
-177
| -8% | -$19.3K | 0.02% | 210 |
|
|
2023
Q4 | $253K | Sell |
2,285
-373
| -14% | -$41.3K | 0.02% | 232 |
|
|
2023
Q3 | $271K | Sell |
2,658
-1,020
| -28% | -$104K | 0.03% | 179 |
|
|
2023
Q2 | $398K | Buy |
3,678
+4
| +0.1% | +$433 | 0.04% | 154 |
|
|
2023
Q1 | $403K | Buy |
3,674
+3
| +0.1% | +$329 | 0.04% | 147 |
|
|
2022
Q4 | $387K | Sell |
3,671
-229
| -6% | -$24.1K | 0.04% | 144 |
|
|
2022
Q3 | $400K | Buy |
+3,900
| New | +$400K | 0.05% | 134 |
|