Aurora Private Wealth’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 | $2M | Buy |
18,223
+13
| +0.1% | +$1.43K | 1.48% | 16 |
|
|
2025
Q1 | $1.98M | Buy |
18,210
+1,385
| +8% | +$151K | 1.58% | 13 |
|
|
2024
Q4 | $1.8M | Sell |
16,825
-2,868
| -15% | -$306K | 1.35% | 15 |
|
|
2024
Q3 | $2.23M | Buy |
19,693
+56
| +0.3% | +$6.33K | 1.75% | 13 |
|
|
2024
Q2 | $2.1M | Sell |
19,637
-153
| -0.8% | -$16.4K | 1.84% | 12 |
|
|
2024
Q1 | $2.15M | Sell |
19,790
-150
| -0.8% | -$16.3K | 1.86% | 12 |
|
|
2023
Q4 | $2.21M | Sell |
19,940
-973
| -5% | -$108K | 2.08% | 10 |
|
|
2023
Q3 | $2.13M | Buy |
20,913
+998
| +5% | +$102K | 2.36% | 8 |
|
|
2023
Q2 | $2.15M | Sell |
19,915
-1,776
| -8% | -$192K | 2.45% | 6 |
|
|
2023
Q1 | $2.38M | Sell |
21,691
-27
| -0.1% | -$2.96K | 2.53% | 5 |
|
|
2022
Q4 | $2.29M | Buy |
21,718
+149
| +0.7% | +$15.7K | 2.62% | 5 |
|
|
2022
Q3 | $2.21M | Buy |
21,569
+574
| +3% | +$58.8K | 1.02% | 16 |
|
|
2022
Q2 | $2.31M | Sell |
20,995
-1,643
| -7% | -$181K | 1.04% | 16 |
|
|
2022
Q1 | $2.74M | Buy |
22,638
+104
| +0.5% | +$12.6K | 1.13% | 14 |
|
|
2021
Q4 | $2.99M | Sell |
22,534
-138
| -0.6% | -$18.3K | 1.3% | 14 |
|
|
2021
Q3 | $3.02M | Buy |
22,672
+633
| +3% | +$84.2K | 1.22% | 15 |
|
|
2021
Q2 | $2.96M | Buy |
22,039
+15,608
| +243% | +$2.1M | 1.19% | 15 |
|
|
2021
Q1 | $836K | Sell |
6,431
-3,904
| -38% | -$508K | 0.35% | 65 |
|
|
2020
Q4 | $1.43M | Sell |
10,335
-3,915
| -27% | -$541K | 0.6% | 27 |
|
|
2020
Q3 | $1.92M | Buy |
14,250
+4,611
| +48% | +$621K | 0.82% | 19 |
|
|
2020
Q2 | $1.3M | Sell |
9,639
-5,245
| -35% | -$705K | 0.6% | 30 |
|
|
2020
Q1 | $1.84M | Buy |
14,884
+10,703
| +256% | +$1.32M | 0.65% | 30 |
|
|
2019
Q4 | $535K | Buy |
+4,181
| New | +$535K | 0.19% | 93 |
|