Congress 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 | $2.1M | Sell |
19,119
-164
| -0.9% | -$18K | 0.02% | 547 |
|
|
2025
Q1 | $2.1M | Sell |
19,283
-24,954
| -56% | -$2.71M | 0.03% | 483 |
|
|
2024
Q4 | $4.73M | Buy |
44,237
+4,885
| +12% | +$522K | 0.07% | 292 |
|
|
2024
Q3 | $4.45M | Sell |
39,352
-55
| -0.1% | -$6.21K | 0.06% | 308 |
|
|
2024
Q2 | $4.22M | Sell |
39,407
-30
| -0.1% | -$3.21K | 0.07% | 265 |
|
|
2024
Q1 | $4.3M | Sell |
39,437
-6,463
| -14% | -$704K | 0.07% | 244 |
|
|
2023
Q4 | $5.08M | Buy |
45,900
+5,590
| +14% | +$619K | 0.09% | 222 |
|
|
2023
Q3 | $4.11M | Buy |
40,310
+23,735
| +143% | +$2.42M | 0.09% | 235 |
|
|
2023
Q2 | $1.79M | Sell |
16,575
-1,439
| -8% | -$156K | 0.04% | 279 |
|
|
2023
Q1 | $1.97M | Sell |
18,014
-369
| -2% | -$40.4K | 0.05% | 267 |
|
|
2022
Q4 | $1.94M | Sell |
18,383
-1,812
| -9% | -$191K | 0.05% | 263 |
|
|
2022
Q3 | $2.07M | Sell |
20,195
-181
| -0.9% | -$18.5K | 0.06% | 269 |
|
|
2022
Q2 | $2.24M | Sell |
20,376
-2,190
| -10% | -$241K | 0.06% | 270 |
|
|
2022
Q1 | $2.73M | Sell |
22,566
-14,893
| -40% | -$1.8M | 0.06% | 271 |
|
|
2021
Q4 | $4.97M | Buy |
+37,459
| New | +$4.97M | 0.1% | 223 |
|