Atwood & Palmer’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 |
-257
| Closed | -$27.5K | – | 471 |
|
|
2024
Q4 | $27.5K | Hold |
257
| – | – | ﹤0.01% | 265 |
|
|
2024
Q3 | $29K | Buy |
+257
| New | +$29K | ﹤0.01% | 264 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$5K | – | 438 |
|
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $4K | Sell |
34
-229
| -87% | -$26.9K | ﹤0.01% | 396 |
|
|
2020
Q4 | $36K | Buy |
+263
| New | +$36K | ﹤0.01% | 233 |
|
|
2017
Q1 | – | Sell |
-1,079
| Closed | -$126K | – | 325 |
|
|
2016
Q4 | $126K | Hold |
1,079
| – | – | 0.02% | 129 |
|
|
2016
Q3 | $133K | Hold |
1,079
| – | – | 0.02% | 132 |
|
|
2016
Q2 | $132K | Hold |
1,079
| – | – | 0.02% | 134 |
|
|
2016
Q1 | $128K | Hold |
1,079
| – | – | 0.02% | 132 |
|
|
2015
Q4 | $123K | Buy |
1,079
+34
| +3% | +$3.88K | 0.02% | 147 |
|
|
2015
Q3 | $121K | Buy |
1,045
+995
| +1,990% | +$115K | 0.02% | 143 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 322 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 294 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 329 |
|
|
2014
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 335 |
|