Glass Jacobson Investment 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 | $171K | Sell |
1,558
-856
| -35% | -$93.8K | 0.07% | 189 |
|
|
2025
Q1 | $258K | Hold |
2,414
| – | – | 0.08% | 205 |
|
|
2024
Q4 | $258K | Buy |
2,414
+1,542
| +177% | +$165K | 0.08% | 205 |
|
|
2024
Q3 | $98.5K | Hold |
872
| – | – | 0.03% | 280 |
|
|
2024
Q2 | $93.4K | Hold |
872
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $95K | Hold |
872
| – | – | 0.04% | 280 |
|
|
2023
Q4 | $96.5K | Hold |
872
| – | – | 0.04% | 269 |
|
|
2023
Q3 | $89K | Sell |
872
-175
| -17% | -$17.9K | 0.04% | 268 |
|
|
2023
Q2 | $113K | Buy |
+1,047
| New | +$113K | 0.05% | 246 |
|
|
2022
Q4 | $127K | Buy |
+1,203
| New | +$127K | 0.06% | 240 |
|