Cornerstone Planning Group’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 | $5.65K | Sell |
51
-209
| -80% | -$23.2K | ﹤0.01% | 696 |
|
|
2025
Q1 | $27.6K | Buy |
260
+73
| +39% | +$7.76K | 0.01% | 342 |
|
|
2024
Q4 | $20.2K | Sell |
187
-21
| -10% | -$2.26K | ﹤0.01% | 308 |
|
|
2024
Q3 | $22.8K | Sell |
208
-217
| -51% | -$23.8K | 0.01% | 283 |
|
|
2024
Q2 | $46.8K | Sell |
425
-194
| -31% | -$21.4K | 0.01% | 209 |
|
|
2024
Q1 | $65.8K | Sell |
619
-1,016
| -62% | -$108K | 0.02% | 144 |
|
|
2023
Q4 | $181K | Sell |
1,635
-819
| -33% | -$90.6K | 0.06% | 87 |
|
|
2023
Q3 | $250K | Buy |
2,454
+1,580
| +181% | +$161K | 0.1% | 69 |
|
|
2023
Q2 | $94.5K | Buy |
+874
| New | +$94.5K | 0.04% | 144 |
|
|
2022
Q4 | $143K | Buy |
+1,287
| New | +$143K | 0.06% | 124 |
|