Brady Family Wealth’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 | $2.33M | Sell |
21,274
-118
| -0.6% | -$12.9K | 0.72% | 42 |
|
|
2025
Q1 | $2.33M | Buy |
21,392
+633
| +3% | +$68.8K | 0.74% | 42 |
|
|
2024
Q4 | $2.22M | Buy |
20,759
+207
| +1% | +$22.1K | 0.68% | 45 |
|
|
2024
Q3 | $2.32M | Sell |
20,552
-339
| -2% | -$38.3K | 0.7% | 47 |
|
|
2024
Q2 | $2.24M | Buy |
20,891
+377
| +2% | +$40.4K | 0.72% | 45 |
|
|
2024
Q1 | $2.23M | Buy |
20,514
+1,043
| +5% | +$114K | 0.72% | 45 |
|
|
2023
Q4 | $2.15M | Sell |
19,471
-2,788
| -13% | -$309K | 0.74% | 46 |
|
|
2023
Q3 | $2.27M | Sell |
22,259
-522
| -2% | -$53.3K | 0.88% | 43 |
|
|
2023
Q2 | $2.46M | Buy |
22,781
+108
| +0.5% | +$11.7K | 0.92% | 42 |
|
|
2023
Q1 | $2.49M | Buy |
22,673
+951
| +4% | +$104K | 0.98% | 41 |
|
|
2022
Q4 | $2.29M | Buy |
+21,722
| New | +$2.29M | 0.95% | 40 |
|