Cyndeo Wealth Partners’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 | $265K | Buy |
2,416
+1
| +0% | +$110 | 0.02% | 406 |
|
|
2025
Q1 | $262K | Hold |
2,415
| – | – | 0.02% | 392 |
|
|
2024
Q4 | $258K | Buy |
2,415
+1
| +0% | +$107 | 0.02% | 392 |
|
|
2024
Q3 | $273K | Sell |
2,414
-99
| -4% | -$11.2K | 0.02% | 386 |
|
|
2024
Q2 | $269K | Sell |
2,513
-732
| -23% | -$78.4K | 0.02% | 345 |
|
|
2024
Q1 | $353K | Sell |
3,245
-2,246
| -41% | -$245K | 0.03% | 307 |
|
|
2023
Q4 | $608K | Buy |
5,491
+2,104
| +62% | +$233K | 0.06% | 228 |
|
|
2023
Q3 | $345K | Buy |
3,387
+356
| +12% | +$36.3K | 0.04% | 258 |
|
|
2023
Q2 | $328K | Sell |
3,031
-161
| -5% | -$17.4K | 0.03% | 257 |
|
|
2023
Q1 | $350K | Sell |
3,192
-39
| -1% | -$4.28K | 0.04% | 245 |
|
|
2022
Q4 | $341K | Buy |
+3,231
| New | +$341K | 0.04% | 247 |
|