GLOBALT Investments’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 | $581K | Sell |
5,303
-643
| -11% | -$70.5K | 0.02% | 172 |
|
|
2025
Q1 | $646K | Sell |
5,946
-1,232
| -17% | -$134K | 0.03% | 161 |
|
|
2024
Q4 | $767K | Buy |
7,178
+540
| +8% | +$57.7K | 0.03% | 158 |
|
|
2024
Q3 | $750K | Sell |
6,638
-167
| -2% | -$18.9K | 0.03% | 159 |
|
|
2024
Q2 | $729K | Sell |
6,805
-765
| -10% | -$81.9K | 0.03% | 163 |
|
|
2024
Q1 | $825K | Sell |
7,570
-326
| -4% | -$35.5K | 0.03% | 161 |
|
|
2023
Q4 | $874K | Buy |
+7,896
| New | +$874K | 0.04% | 152 |
|