CarsonAllaria Wealth Management’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 | $13.9K | Sell |
127
-5
| -4% | -$548 | 0.01% | 226 |
|
|
2025
Q1 | $14.4K | Buy |
132
+1
| +0.8% | +$109 | 0.01% | 222 |
|
|
2024
Q4 | $14.1K | Buy |
131
+2
| +2% | +$215 | 0.01% | 223 |
|
|
2024
Q3 | $14.7K | Buy |
129
+1
| +0.8% | +$114 | 0.01% | 228 |
|
|
2024
Q2 | $13.8K | Buy |
128
+1
| +0.8% | +$108 | 0.01% | 226 |
|
|
2024
Q1 | $13.8K | Buy |
127
+1
| +0.8% | +$109 | 0.01% | 219 |
|
|
2023
Q4 | $14K | Buy |
126
+2
| +2% | +$222 | 0.01% | 191 |
|
|
2023
Q3 | $12.7K | Buy |
124
+1
| +0.8% | +$102 | 0.01% | 192 |
|
|
2023
Q2 | $13.3K | Buy |
123
+2
| +2% | +$216 | 0.01% | 199 |
|
|
2023
Q1 | $13.4K | Buy |
+121
| New | +$13.4K | 0.01% | 190 |
|
|
2022
Q2 | – | Sell |
-191
| Closed | -$23K | – | 341 |
|
|
2022
Q1 | $23K | Sell |
191
-20
| -9% | -$2.41K | 0.02% | 152 |
|
|
2021
Q4 | $28K | Buy |
+211
| New | +$28K | 0.02% | 155 |
|