Cosner Financial 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 | $1.84M | Sell |
16,811
-20
| -0.1% | -$2.19K | 1.03% | 16 |
|
|
2025
Q1 | $1.83M | Buy |
16,831
+11,586
| +221% | +$1.26M | 1.12% | 14 |
|
|
2024
Q4 | $560K | Hold |
5,245
| – | – | 0.36% | 30 |
|
|
2024
Q3 | $593K | Hold |
5,245
| – | – | 0.38% | 29 |
|
|
2024
Q2 | $562K | Sell |
5,245
-27
| -0.5% | -$2.89K | 0.4% | 26 |
|
|
2024
Q1 | $574K | Sell |
5,272
-1,850
| -26% | -$202K | 0.41% | 28 |
|
|
2023
Q4 | $788K | Sell |
7,122
-178
| -2% | -$19.7K | 0.67% | 20 |
|
|
2023
Q3 | $745K | Sell |
7,300
-152,107
| -95% | -$15.5M | 0.66% | 20 |
|
|
2023
Q2 | $17.2M | Buy |
+159,407
| New | +$17.2M | 14.21% | 1 |
|