CVA Family Office’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 | $346K | Buy |
3,153
+2
| +0.1% | +$219 | 0.05% | 210 |
|
|
2025
Q1 | $343K | Hold |
3,151
| – | – | 0.05% | 202 |
|
|
2024
Q4 | $337K | Buy |
3,151
+2
| +0.1% | +$214 | 0.05% | 204 |
|
|
2024
Q3 | $356K | Sell |
3,149
-987
| -24% | -$112K | 0.06% | 183 |
|
|
2024
Q2 | $443K | Sell |
4,136
-119
| -3% | -$12.7K | 0.08% | 148 |
|
|
2024
Q1 | $463K | Buy |
4,255
+1
| +0% | +$109 | 0.08% | 154 |
|
|
2023
Q4 | $471K | Sell |
4,254
-575
| -12% | -$63.6K | 0.09% | 138 |
|
|
2023
Q3 | $493K | Buy |
+4,829
| New | +$493K | 0.11% | 126 |
|
|
2022
Q4 | – | Sell |
-403
| Closed | -$41K | – | 984 |
|
|
2022
Q3 | $41K | Hold |
403
| – | – | 0.01% | 411 |
|
|
2022
Q2 | $44K | Hold |
403
| – | – | 0.01% | 395 |
|
|
2022
Q1 | $49K | Hold |
403
| – | – | 0.01% | 407 |
|
|
2021
Q4 | $53K | Hold |
403
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $54K | Hold |
403
| – | – | 0.04% | 173 |
|
|
2021
Q2 | $54K | Hold |
403
| – | – | 0.02% | 351 |
|
|
2021
Q1 | $52K | Hold |
403
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $56K | Hold |
403
| – | – | 0.03% | 180 |
|
|
2020
Q3 | $54K | Hold |
403
| – | – | 0.04% | 173 |
|
|
2020
Q2 | $54K | Hold |
403
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $50K | Buy |
+403
| New | +$50K | 0.05% | 140 |
|