Avaii 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
Q2 | $306K | Sell |
2,790
-10
| -0.4% | -$1.1K | 0.14% | 97 |
|
|
2025
Q1 | $304K | Sell |
2,800
-2,505
| -47% | -$272K | 0.16% | 86 |
|
|
2024
Q4 | $567K | Buy |
5,305
+848
| +19% | +$90.6K | 0.28% | 54 |
|
|
2024
Q3 | $504K | Buy |
4,457
+475
| +12% | +$53.7K | 0.25% | 55 |
|
|
2024
Q2 | $427K | Buy |
3,982
+127
| +3% | +$13.6K | 0.24% | 75 |
|
|
2024
Q1 | $420K | Sell |
3,855
-2,681
| -41% | -$292K | 0.25% | 78 |
|
|
2023
Q4 | $723K | Buy |
6,536
+245
| +4% | +$27.1K | 0.47% | 47 |
|
|
2023
Q3 | $642K | Sell |
6,291
-63
| -1% | -$6.43K | 0.49% | 45 |
|
|
2023
Q2 | $687K | Buy |
+6,354
| New | +$687K | 0.53% | 44 |
|
|
2022
Q1 | – | Sell |
-3,247
| Closed | -$430K | – | 131 |
|
|
2021
Q4 | $430K | Buy |
+3,247
| New | +$430K | 0.43% | 50 |
|