Family Capital 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 | $1.09M | Sell |
9,903
-223
| -2% | -$24.4K | 0.57% | 34 |
|
|
2025
Q1 | $1.1M | Sell |
10,126
-1,141
| -10% | -$124K | 0.68% | 31 |
|
|
2024
Q4 | $1.2M | Sell |
11,267
-1,507
| -12% | -$161K | 0.73% | 28 |
|
|
2024
Q3 | $1.44M | Sell |
12,774
-959
| -7% | -$108K | 0.93% | 23 |
|
|
2024
Q2 | $1.47M | Sell |
13,733
-4,283
| -24% | -$459K | 1% | 22 |
|
|
2024
Q1 | $1.96M | Sell |
18,016
-2,201
| -11% | -$240K | 1.37% | 19 |
|
|
2023
Q4 | $2.24M | Sell |
20,217
-18,992
| -48% | -$2.1M | 1.59% | 17 |
|
|
2023
Q3 | $4M | Sell |
39,209
-1,204
| -3% | -$123K | 2.64% | 12 |
|
|
2023
Q2 | $4.37M | Buy |
40,413
+427
| +1% | +$46.2K | 2.72% | 12 |
|
|
2023
Q1 | $4.38M | Buy |
39,986
+32,708
| +449% | +$3.59M | 1.9% | 12 |
|
|
2022
Q4 | $767K | Buy |
+7,278
| New | +$767K | 0.51% | 29 |
|