Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,580
| Closed | -$499K | – | 785 |
|
|
2024
Q1 | $499K | Buy |
4,580
+1,426
| +45% | +$155K | 0.01% | 459 |
|
|
2023
Q4 | $349K | Buy |
+3,154
| New | +$349K | ﹤0.01% | 528 |
|
|
2023
Q3 | – | Sell |
-2,088
| Closed | -$226K | – | 701 |
|
|
2023
Q2 | $226K | Buy |
+2,088
| New | +$226K | ﹤0.01% | 598 |
|
|
2021
Q4 | – | Sell |
-2,359
| Closed | -$314K | – | 616 |
|
|
2021
Q3 | $314K | Buy |
+2,359
| New | +$314K | 0.01% | 457 |
|
|
2018
Q3 | – | Sell |
-3,510
| Closed | -$402K | – | 367 |
|
|
2018
Q2 | $402K | Buy |
+3,510
| New | +$402K | 0.07% | 217 |
|