FWL Investment 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 | $42K | Sell |
383
-5
| -1% | -$548 | 0.01% | 158 |
|
|
2025
Q1 | $42.2K | Buy |
388
+40
| +11% | +$4.35K | 0.02% | 144 |
|
|
2024
Q4 | $37.2K | Sell |
348
-5
| -1% | -$534 | 0.01% | 162 |
|
|
2024
Q3 | $39.9K | Buy |
353
+15
| +4% | +$1.7K | 0.02% | 135 |
|
|
2024
Q2 | $36.2K | Buy |
338
+37
| +12% | +$3.96K | 0.02% | 129 |
|
|
2024
Q1 | $32.8K | Buy |
301
+8
| +3% | +$871 | 0.02% | 120 |
|
|
2023
Q4 | $32.4K | Buy |
293
+264
| +910% | +$29.2K | 0.02% | 112 |
|
|
2023
Q3 | $2.96K | Buy |
+29
| New | +$2.96K | ﹤0.01% | 167 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$1.21K | – | 66 |
|
|
2023
Q1 | $1.21K | Buy |
11
+10
| +1,000% | +$1.1K | ﹤0.01% | 72 |
|
|
2022
Q4 | $105 | Sell |
1
-77
| -99% | -$8.09K | ﹤0.01% | 187 |
|
|
2022
Q3 | $8K | Buy |
+78
| New | +$8K | 0.01% | 53 |
|