Envestnet Portfolio Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36M | Sell |
328,023
-47,776
| -13% | -$5.24M | 0.13% | 84 |
|
|
2025
Q1 | $40.8M | Sell |
375,799
-81,657
| -18% | -$8.88M | 0.16% | 78 |
|
|
2024
Q4 | $48.9M | Buy |
457,456
+50,306
| +12% | +$5.37M | 0.16% | 76 |
|
|
2024
Q3 | $46M | Sell |
407,150
-10,467
| -3% | -$1.18M | 0.15% | 75 |
|
|
2024
Q2 | $44.7M | Sell |
417,617
-249,295
| -37% | -$26.7M | 0.16% | 76 |
|
|
2024
Q1 | $72.6M | Sell |
666,912
-700,050
| -51% | -$76.2M | 0.27% | 53 |
|
|
2023
Q4 | $151M | Buy |
1,366,962
+319,522
| +31% | +$35.4M | 0.63% | 39 |
|
|
2023
Q3 | $107M | Buy |
+1,047,440
| New | +$107M | 0.51% | 39 |
|