Elm Partners Management’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
Q1 | – | Sell |
-27,577
| Closed | -$2.95M | – | 68 |
|
|
2024
Q4 | $2.95M | Hold |
27,577
| – | – | 0.2% | 29 |
|
|
2024
Q3 | $3.12M | Sell |
27,577
-16,268
| -37% | -$1.84M | 0.22% | 26 |
|
|
2024
Q2 | $4.7M | Buy |
43,845
+4,596
| +12% | +$492K | 0.36% | 28 |
|
|
2024
Q1 | $4.28M | Buy |
39,249
+1,779
| +5% | +$194K | 0.34% | 27 |
|
|
2023
Q4 | $4.15M | Buy |
37,470
+21,448
| +134% | +$2.37M | 0.38% | 27 |
|
|
2023
Q3 | $1.63M | Buy |
16,022
+10,864
| +211% | +$1.11M | 0.17% | 33 |
|
|
2023
Q2 | $558K | Sell |
5,158
-12,654
| -71% | -$1.37M | 0.06% | 38 |
|
|
2023
Q1 | $1.95M | Buy |
+17,812
| New | +$1.95M | 0.21% | 31 |
|
|
2022
Q4 | – | Sell |
-5,650
| Closed | -$579K | – | 35 |
|
|
2022
Q3 | $579K | Buy |
+5,650
| New | +$579K | 0.08% | 31 |
|