Berger 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 | $460K | Sell |
4,195
-18
| -0.4% | -$1.97K | 0.03% | 275 |
|
|
2025
Q1 | $458K | Sell |
4,213
-203
| -5% | -$22.1K | 0.03% | 270 |
|
|
2024
Q4 | $472K | Sell |
4,416
-1,558
| -26% | -$166K | 0.03% | 262 |
|
|
2024
Q3 | $675K | Sell |
5,974
-337
| -5% | -$38.1K | 0.05% | 192 |
|
|
2024
Q2 | $676K | Sell |
6,311
-600
| -9% | -$64.3K | 0.05% | 176 |
|
|
2024
Q1 | $753K | Sell |
6,911
-2,068
| -23% | -$225K | 0.06% | 172 |
|
|
2023
Q4 | $994K | Buy |
8,979
+1,381
| +18% | +$153K | 0.1% | 122 |
|
|
2023
Q3 | $775K | Buy |
7,598
+5,394
| +245% | +$550K | 0.09% | 129 |
|
|
2023
Q2 | $238K | Sell |
2,204
-194
| -8% | -$21K | 0.03% | 254 |
|
|
2023
Q1 | $263K | Buy |
+2,398
| New | +$263K | 0.03% | 225 |
|