GoalVest 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
Q1 | – | Sell |
-7
| Closed | -$748 | – | 522 |
|
|
2024
Q4 | $748 | Buy |
+7
| New | +$748 | ﹤0.01% | 367 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$1.84K | – | 444 |
|
|
2023
Q3 | $1.84K | Buy |
+18
| New | +$1.84K | ﹤0.01% | 428 |
|
|
2021
Q2 | $32K | Buy |
+239
| New | +$32K | 0.02% | 165 |
|
|
2021
Q1 | – | Sell |
-154
| Closed | -$21K | – | 209 |
|
|
2020
Q4 | $21K | Buy |
+154
| New | +$21K | 0.02% | 152 |
|