Contravisory Investment 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
Q1 | – | Sell |
-16
| Closed | -$1.71K | – | 418 |
|
|
2024
Q4 | $1.71K | Hold |
16
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $1.81K | Hold |
16
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $1.71K | Hold |
16
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $1.74K | Hold |
16
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $1.77K | Hold |
16
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $1.63K | Buy |
+16
| New | +$1.63K | ﹤0.01% | 302 |
|
|
2022
Q1 | – | Sell |
-298
| Closed | -$39K | – | 364 |
|
|
2021
Q4 | $39K | Buy |
+298
| New | +$39K | 0.01% | 233 |
|
|
2021
Q1 | – | Sell |
-829
| Closed | -$115K | – | 280 |
|
|
2020
Q4 | $115K | Sell |
829
-1,136
| -58% | -$158K | 0.04% | 180 |
|
|
2020
Q3 | $265K | Buy |
+1,965
| New | +$265K | 0.09% | 128 |
|