Caldwell Sutter Capital’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 | $223K | Hold |
2,037
| – | – | 0.1% | 184 |
|
|
2025
Q1 | $221K | Hold |
2,037
| – | – | 0.11% | 182 |
|
|
2024
Q4 | $218K | Hold |
2,037
| – | – | 0.1% | 195 |
|
|
2024
Q3 | $230K | Hold |
2,037
| – | – | 0.11% | 184 |
|
|
2024
Q2 | $218K | Hold |
2,037
| – | – | 0.11% | 182 |
|
|
2024
Q1 | $222K | Buy |
2,037
+50
| +3% | +$5.45K | 0.11% | 180 |
|
|
2023
Q4 | $220K | Buy |
1,987
+767
| +63% | +$84.9K | 0.11% | 177 |
|
|
2023
Q3 | $124K | Hold |
1,220
| – | – | 0.07% | 228 |
|
|
2023
Q2 | $132K | Buy |
+1,220
| New | +$132K | 0.07% | 222 |
|