Fortis Group Advisors’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 | $21.9K | Hold |
200
| – | – | ﹤0.01% | 281 |
|
|
2025
Q1 | $21.7K | Hold |
200
| – | – | ﹤0.01% | 249 |
|
|
2024
Q4 | $21.4K | Sell |
200
-62,733
| -100% | -$6.7M | ﹤0.01% | 252 |
|
|
2024
Q3 | $7.11M | Buy |
62,933
+54,825
| +676% | +$6.19M | 1.31% | 28 |
|
|
2024
Q2 | $869K | Sell |
8,108
-13,427
| -62% | -$1.44M | 0.17% | 87 |
|
|
2024
Q1 | $2.35M | Buy |
21,535
+3,204
| +17% | +$349K | 0.43% | 53 |
|
|
2023
Q4 | $2.01M | Buy |
18,331
+278
| +2% | +$30.5K | 0.5% | 30 |
|
|
2023
Q3 | $1.98M | Buy |
18,053
+577
| +3% | +$63.2K | 0.61% | 28 |
|
|
2023
Q2 | $1.89M | Sell |
17,476
-373
| -2% | -$40.3K | 0.5% | 41 |
|
|
2023
Q1 | $1.96M | Buy |
+17,849
| New | +$1.96M | 0.59% | 33 |
|
|
2020
Q3 | $9.11M | Buy |
+67,656
| New | +$9.11M | 1.77% | 16 |
|