Crewe Advisors’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 | $11.4K | Buy |
+104
| New | +$11.4K | ﹤0.01% | 442 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1.48K | – | 950 |
|
|
2022
Q4 | $1.48K | Buy |
+14
| New | +$1.48K | ﹤0.01% | 879 |
|
|
2020
Q1 | – | Sell |
-116
| Closed | -$15K | – | 218 |
|
|
2019
Q4 | $15K | Buy |
+116
| New | +$15K | 0.01% | 166 |
|
|
2019
Q3 | – | Sell |
-318
| Closed | -$40K | – | 275 |
|
|
2019
Q2 | $40K | Hold |
318
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $38K | Buy |
+318
| New | +$38K | 0.01% | 134 |
|