Fairview Capital Investment 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 | $4.65M | Sell |
42,460
-4,877
| -10% | -$535K | 0.24% | 58 |
|
2025
Q1 | $5.15M | Buy |
47,337
+1,358
| +3% | +$148K | 0.27% | 55 |
|
2024
Q4 | $4.91M | Sell |
45,979
-7,470
| -14% | -$798K | 0.25% | 58 |
|
2024
Q3 | $6.04M | Buy |
53,449
+2,963
| +6% | +$335K | 0.33% | 49 |
|
2024
Q2 | $5.41M | Buy |
50,486
+8,752
| +21% | +$938K | 0.3% | 52 |
|
2024
Q1 | $4.55M | Buy |
41,734
+35,605
| +581% | +$3.88M | 0.26% | 60 |
|
2023
Q4 | $678K | Buy |
+6,129
| New | +$678K | 0.04% | 98 |
|