Cape Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cape Investment Advisory’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.4K	Hold
2025 Q1	$21.2K	Hold
2024 Q4	$20.8K	Hold
2024 Q3	$22K	Sell
2024 Q2	$25.1K	Sell
2024 Q1	$49.3K	Sell
2023 Q4	$122K	Buy
2023 Q3	$73.8K	Buy
2023 Q2	$30.6K	Sell
2023 Q1	$36.5K	Buy