CIA
Compass Ion Advisors’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 | $661K | Sell |
6,029
-262
| -4% | -$28.7K | 0.07% | 144 |
|
|
2025
Q1 | $684K | Buy |
6,291
+64
| +1% | +$6.96K | 0.08% | 136 |
|
|
2024
Q4 | $665K | Sell |
6,227
-1,764
| -22% | -$188K | 0.08% | 140 |
|
|
2024
Q3 | $903K | Sell |
7,991
-34
| -0.4% | -$3.84K | 0.11% | 110 |
|
|
2024
Q2 | $874K | Hold |
8,025
| – | – | 0.12% | 96 |
|
|
2024
Q1 | $874K | Sell |
8,025
-803
| -9% | -$87.5K | 0.13% | 97 |
|
|
2023
Q4 | $977K | Buy |
8,828
+19
| +0.2% | +$2.1K | 0.15% | 93 |
|
|
2023
Q3 | $899K | Buy |
+8,809
| New | +$899K | 0.15% | 94 |
|