Global Assets Advisory’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 | $377K | Sell |
3,444
-5,589
| -62% | -$611K | 0.15% | 138 |
|
|
2025
Q1 | $967K | Buy |
9,033
+7,075
| +361% | +$757K | 0.18% | 112 |
|
|
2024
Q4 | $209K | Sell |
1,958
-2,913
| -60% | -$311K | 0.12% | 142 |
|
|
2024
Q3 | $551K | Buy |
+4,871
| New | +$551K | 0.3% | 77 |
|
|
2024
Q2 | – | Sell |
-193,016
| Closed | -$1.8M | – | 321 |
|
|
2024
Q1 | $1.8M | Buy |
+193,016
| New | +$1.8M | 0.08% | 171 |
|