Concurrent Investment 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 | $2.15M | Buy |
19,655
+5,772
| +42% | +$633K | 0.04% | 410 |
|
|
2025
Q1 | $1.51M | Sell |
13,883
-647
| -4% | -$70.3K | 0.04% | 427 |
|
|
2024
Q4 | $1.55M | Sell |
14,530
-953
| -6% | -$102K | 0.04% | 382 |
|
|
2024
Q3 | $1.75M | Buy |
15,483
+5,205
| +51% | +$588K | 0.05% | 346 |
|
|
2024
Q2 | $1.1M | Buy |
10,278
+1,507
| +17% | +$161K | 0.04% | 401 |
|
|
2024
Q1 | $955K | Sell |
8,771
-5,391
| -38% | -$587K | 0.04% | 374 |
|
|
2023
Q4 | $1.57M | Buy |
+14,162
| New | +$1.57M | 0.07% | 266 |
|