Argonautica Private 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
Q1 | – | Sell |
-8,450
| Closed | -$903K | – | 194 |
|
|
2024
Q4 | $903K | Sell |
8,450
-47
| -0.6% | -$5.02K | 0.29% | 69 |
|
|
2024
Q3 | $960K | Buy |
8,497
+236
| +3% | +$26.7K | 0.32% | 65 |
|
|
2024
Q2 | $885K | Buy |
8,261
+99
| +1% | +$10.6K | 0.3% | 70 |
|
|
2024
Q1 | $889K | Buy |
8,162
+486
| +6% | +$52.9K | 0.32% | 70 |
|
|
2023
Q4 | $849K | Sell |
7,676
-338
| -4% | -$37.4K | 0.35% | 66 |
|
|
2023
Q3 | $818K | Buy |
8,014
+376
| +5% | +$38.4K | 0.37% | 63 |
|
|
2023
Q2 | $826K | Sell |
7,638
-928
| -11% | -$100K | 0.37% | 63 |
|
|
2023
Q1 | $939K | Buy |
8,566
+53
| +0.6% | +$5.81K | 0.47% | 55 |
|
|
2022
Q4 | $898K | Buy |
+8,513
| New | +$898K | 0.46% | 49 |
|