Bradley & Co Private 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 | – | Hold |
0
| – | – | – | 198 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 191 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 189 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 190 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 199 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 205 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 187 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 183 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 175 |
|
|
2022
Q4 | – | Sell |
-433
| Closed | -$44K | – | 182 |
|
|
2022
Q3 | $44K | Hold |
433
| – | – | 0.05% | 70 |
|
|
2022
Q2 | $48K | Sell |
433
-73
| -14% | -$8.09K | 0.05% | 82 |
|
|
2022
Q1 | $61K | Hold |
506
| – | – | 0.05% | 81 |
|
|
2021
Q4 | $67K | Hold |
506
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $68K | Hold |
506
| – | – | 0.06% | 78 |
|
|
2021
Q2 | $68K | Hold |
506
| – | – | 0.06% | 85 |
|
|
2021
Q1 | $65K | Buy |
+506
| New | +$65K | 0.06% | 86 |
|