Focus Partners Wealth’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 | $36.3M | Sell |
331,338
-9,640
| -3% | -$1.06M | 0.08% | 237 |
|
|
2025
Q1 | $37.1M | Buy |
340,978
+5,257
| +2% | +$571K | 0.09% | 218 |
|
|
2024
Q4 | $35.9M | Buy |
335,721
+330,526
| +6,362% | +$35.3M | 0.09% | 208 |
|
|
2024
Q3 | $587K | Sell |
5,195
-583,593
| -99% | -$65.9M | ﹤0.01% | 1083 |
|
|
2024
Q2 | $63.1M | Buy |
588,788
+308,706
| +110% | +$33.1M | 0.21% | 111 |
|
|
2024
Q1 | $30.5M | Buy |
280,082
+266,692
| +1,992% | +$29M | 0.25% | 105 |
|
|
2023
Q4 | $1.48M | Buy |
+13,390
| New | +$1.48M | 0.02% | 393 |
|