Fonville Wealth 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 | $665K | Buy |
6,066
+490
| +9% | +$53.7K | 0.17% | 70 |
|
|
2025
Q1 | $604K | Buy |
5,576
+7
| +0.1% | +$758 | 0.18% | 70 |
|
|
2024
Q4 | $595K | Buy |
5,569
+10
| +0.2% | +$1.07K | 0.2% | 63 |
|
|
2024
Q3 | $628K | Buy |
5,559
+7
| +0.1% | +$791 | 0.22% | 61 |
|
|
2024
Q2 | $595K | Buy |
5,552
+65
| +1% | +$6.96K | 0.24% | 61 |
|
|
2024
Q1 | $598K | Buy |
5,487
+204
| +4% | +$22.2K | 0.26% | 59 |
|
|
2023
Q4 | $585K | Buy |
+5,283
| New | +$585K | 0.31% | 59 |
|