Beaird Harris 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 | $21.7K | Hold |
198
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $21.5K | Sell |
198
-138
| -41% | -$15K | ﹤0.01% | 305 |
|
|
2024
Q4 | $35.9K | Hold |
336
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $38K | Hold |
336
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $36K | Hold |
336
| – | – | ﹤0.01% | 250 |
|
|
2024
Q1 | $36.6K | Hold |
336
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $37.2K | Hold |
336
| – | – | ﹤0.01% | 207 |
|
|
2023
Q3 | $34.3K | Hold |
336
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $36.3K | Hold |
336
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $36.8K | Hold |
336
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $35.4K | Sell |
336
-418
| -55% | -$44.1K | 0.01% | 197 |
|
|
2022
Q3 | $77K | Hold |
754
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $83K | Hold |
754
| – | – | 0.02% | 108 |
|
|
2022
Q1 | $91K | Hold |
754
| – | – | 0.03% | 144 |
|
|
2021
Q4 | $100K | Buy |
+754
| New | +$100K | 0.04% | 164 |
|