BFO
Biltmore Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Sell |
250
-50
| -17% | -$5.48K | ﹤0.01% | 250 |
|
|
2025
Q1 | $32.6K | Hold |
300
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $32.1K | Buy |
+300
| New | +$32.1K | 0.01% | 237 |
|
|
2018
Q4 | – | Sell |
-32,270
| Closed | -$3.71M | – | 146 |
|
|
2018
Q3 | $3.71M | Sell |
32,270
-9,966
| -24% | -$1.15M | 1.77% | 16 |
|
|
2018
Q2 | $4.84M | Sell |
42,236
-6,265
| -13% | -$718K | 2.41% | 10 |
|
|
2018
Q1 | $5.69M | Buy |
48,501
+1,956
| +4% | +$230K | 2.53% | 5 |
|
|
2017
Q4 | $5.66M | Buy |
+46,545
| New | +$5.66M | 2.56% | 6 |
|