Everstar Asset 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
Q2
$699K Sell
6,375
-400
-6% -$43.8K 0.43% 77
2025
Q1
$736K Sell
6,775
-370
-5% -$40.2K 0.49% 57
2024
Q4
$763K Sell
7,145
-170
-2% -$18.2K 0.54% 50
2024
Q3
$826K Buy
+7,315
New +$826K 0.57% 48