Gerber Kawasaki Wealth & 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 | $700K | Buy |
6,382
+1,486
| +30% | +$163K | 0.03% | 172 |
|
|
2025
Q1 | $532K | Buy |
4,896
+1,059
| +28% | +$115K | 0.02% | 186 |
|
|
2024
Q4 | $410K | Buy |
3,837
+48
| +1% | +$5.13K | 0.02% | 204 |
|
|
2024
Q3 | $428K | Buy |
3,789
+317
| +9% | +$35.8K | 0.02% | 196 |
|
|
2024
Q2 | $372K | Buy |
3,472
+248
| +8% | +$26.6K | 0.02% | 202 |
|
|
2024
Q1 | $351K | Buy |
3,224
+1,224
| +61% | +$133K | 0.02% | 205 |
|
|
2023
Q4 | $221K | Buy |
+2,000
| New | +$221K | 0.01% | 241 |
|
|
2022
Q2 | – | Sell |
-10,634
| Closed | -$824K | – | 256 |
|
|
2022
Q1 | $824K | Sell |
10,634
-737
| -6% | -$57.1K | 0.07% | 126 |
|
|
2021
Q4 | $919K | Buy |
11,371
+11,362
| +126,244% | +$918K | 0.07% | 119 |
|
|
2021
Q3 | $9K | Buy |
+9
| New | +$9K | ﹤0.01% | 652 |
|