BCM
Brasada Capital Management’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 | $1.98M | Sell |
18,162
-1,551
| -8% | -$169K | 0.34% | 66 |
|
|
2025
Q1 | $2.08M | Buy |
19,713
+6,768
| +52% | +$713K | 0.41% | 61 |
|
|
2024
Q4 | $1.36M | Sell |
12,945
-3,318
| -20% | -$349K | 0.24% | 76 |
|
|
2024
Q3 | $1.84M | Buy |
16,263
+2,860
| +21% | +$323K | 0.32% | 71 |
|
|
2024
Q2 | $1.46M | Buy |
13,403
+873
| +7% | +$95K | 0.25% | 76 |
|
|
2024
Q1 | $1.36M | Buy |
12,530
+1,183
| +10% | +$129K | 0.24% | 82 |
|
|
2023
Q4 | $1.26M | Buy |
+11,347
| New | +$1.26M | 0.24% | 83 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$8K | – | 341 |
|
|
2018
Q3 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 304 |
|