Fountainhead AM’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 | $243K | Buy |
2,215
+75
| +4% | +$8.22K | 0.04% | 183 |
|
|
2025
Q1 | $233K | Buy |
2,140
+82
| +4% | +$8.91K | 0.04% | 162 |
|
|
2024
Q4 | $220K | Buy |
2,058
+248
| +14% | +$26.5K | 0.04% | 156 |
|
|
2024
Q3 | $205K | Sell |
1,810
-85
| -4% | -$9.6K | 0.04% | 138 |
|
|
2024
Q2 | $203K | Buy |
1,895
+21
| +1% | +$2.25K | 0.05% | 133 |
|
|
2024
Q1 | $204K | Buy |
+1,874
| New | +$204K | 0.05% | 128 |
|
|
2023
Q3 | – | Sell |
-3,360
| Closed | -$363K | – | 99 |
|
|
2023
Q2 | $363K | Buy |
+3,360
| New | +$363K | 0.13% | 53 |
|