GC Wealth Management RIA’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
11,491
-32
| -0.3% | -$3.51K | 0.1% | 174 |
|
|
2025
Q1 | $1.25M | Sell |
11,523
-499
| -4% | -$54.2K | 0.23% | 93 |
|
|
2024
Q4 | $1.28M | Sell |
12,022
-1,148
| -9% | -$123K | 0.23% | 92 |
|
|
2024
Q3 | $1.49M | Buy |
13,170
+17
| +0.1% | +$1.92K | 0.26% | 81 |
|
|
2024
Q2 | $1.41M | Sell |
13,153
-402
| -3% | -$43.1K | 0.28% | 74 |
|
|
2024
Q1 | $1.48M | Buy |
13,555
+89
| +0.7% | +$9.69K | 0.3% | 68 |
|
|
2023
Q4 | $1.49M | Buy |
+13,466
| New | +$1.49M | 0.67% | 36 |
|