Financial Counselors Inc’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 | – | Sell |
-3,935
| Closed | -$428K | – | 322 |
|
|
2025
Q1 | $428K | Hold |
3,935
| – | – | 0.01% | 440 |
|
|
2024
Q4 | $420K | Buy |
3,935
+241
| +7% | +$25.7K | 0.01% | 438 |
|
|
2024
Q3 | $417K | Hold |
3,694
| – | – | 0.01% | 461 |
|
|
2024
Q2 | $396K | Buy |
3,694
+259
| +8% | +$27.7K | 0.01% | 443 |
|
|
2024
Q1 | $374K | Buy |
3,435
+755
| +28% | +$82.2K | 0.01% | 452 |
|
|
2023
Q4 | $297K | Buy |
2,680
+250
| +10% | +$27.7K | 0.01% | 491 |
|
|
2023
Q3 | $248K | Buy |
+2,430
| New | +$248K | 0.01% | 499 |
|