Beacon Financial Group’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 | $213K | Sell |
1,947
-665
| -25% | -$72.9K | 0.02% | 324 |
|
|
2025
Q1 | $284K | Buy |
+2,612
| New | +$284K | 0.03% | 284 |
|
|
2024
Q3 | – | Sell |
-2,091
| Closed | -$224K | – | 329 |
|
|
2024
Q2 | $224K | Sell |
2,091
-418
| -17% | -$44.8K | 0.03% | 302 |
|
|
2024
Q1 | $273K | Sell |
2,509
-865
| -26% | -$94.2K | 0.03% | 285 |
|
|
2023
Q4 | $373K | Buy |
+3,374
| New | +$373K | 0.05% | 237 |
|