Aspiriant LLC’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 | $2.37M | Buy |
+21,626
| New | +$2.37M | 0.08% | 92 |
|
|
2022
Q1 | – | Sell |
-1,979
| Closed | -$263K | – | 289 |
|
|
2021
Q4 | $263K | Buy |
+1,979
| New | +$263K | 0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-18,480
| Closed | -$2.55M | – | 204 |
|
|
2020
Q4 | $2.55M | Hold |
18,480
| – | – | 0.17% | 56 |
|
|
2020
Q3 | $2.49M | Buy |
+18,480
| New | +$2.49M | 0.19% | 59 |
|
|
2017
Q4 | – | Sell |
-1,702
| Closed | -$206K | – | 133 |
|
|
2017
Q3 | $206K | Buy |
1,702
+1
| +0.1% | +$121 | 0.02% | 193 |
|
|
2017
Q2 | $205K | Sell |
1,701
-299
| -15% | -$36K | 0.02% | 199 |
|
|
2017
Q1 | $236K | Buy |
+2,000
| New | +$236K | 0.02% | 190 |
|