Cypress Financial Planning’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 | $879K | Buy |
8,018
+108
| +1% | +$11.8K | 0.29% | 29 |
|
|
2025
Q1 | $860K | Sell |
7,910
-1,184
| -13% | -$129K | 0.31% | 29 |
|
|
2024
Q4 | $972K | Buy |
9,094
+171
| +2% | +$18.3K | 0.36% | 26 |
|
|
2024
Q3 | $1.01M | Sell |
8,923
-1,007
| -10% | -$114K | 0.37% | 25 |
|
|
2024
Q2 | $1.06M | Sell |
9,930
-796
| -7% | -$85.3K | 0.44% | 23 |
|
|
2024
Q1 | $1.17M | Sell |
10,726
-2,550
| -19% | -$278K | 0.53% | 22 |
|
|
2023
Q4 | $1.45M | Buy |
13,276
+847
| +7% | +$92.4K | 1.31% | 12 |
|
|
2023
Q3 | $1.27M | Buy |
12,429
+1,094
| +10% | +$112K | 0.72% | 16 |
|
|
2023
Q2 | $1.22M | Sell |
11,335
-279
| -2% | -$30K | 0.69% | 16 |
|
|
2023
Q1 | $1.28M | Sell |
11,614
-768
| -6% | -$84.4K | 0.78% | 16 |
|
|
2022
Q4 | $1.31M | Buy |
12,382
+5,303
| +75% | +$563K | 0.88% | 16 |
|
|
2022
Q3 | $725K | Sell |
7,079
-1,181
| -14% | -$121K | 0.51% | 20 |
|
|
2022
Q2 | $909K | Buy |
+8,260
| New | +$909K | 0.62% | 19 |
|