DHJJ Financial 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 | $2.74K | Buy |
+25
| New | +$2.74K | ﹤0.01% | 660 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$6.41K | – | 936 |
|
|
2024
Q4 | $6.41K | Hold |
60
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $6.78K | Sell |
60
-61
| -50% | -$6.89K | ﹤0.01% | 528 |
|
|
2024
Q2 | $13K | Hold |
121
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $13.2K | Hold |
121
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $13.4K | Hold |
121
| – | – | 0.01% | 408 |
|
|
2023
Q3 | $12.3K | Buy |
+121
| New | +$12.3K | 0.01% | 410 |
|