Golden State Wealth 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 | $74.8K | Sell |
682
-872
| -56% | -$95.7K | 0.01% | 556 |
|
|
2025
Q1 | $169K | Sell |
1,554
-425
| -21% | -$46.2K | 0.03% | 361 |
|
|
2024
Q4 | $211K | Buy |
+1,979
| New | +$211K | 0.03% | 315 |
|
|
2022
Q1 | $2.6M | Sell |
21,512
-8,015
| -27% | -$969K | 0.51% | 36 |
|
|
2021
Q4 | $3.91M | Buy |
29,527
+972
| +3% | +$129K | 0.67% | 28 |
|
|
2021
Q3 | $3.8M | Buy |
28,555
+1,549
| +6% | +$206K | 0.83% | 24 |
|
|
2021
Q2 | $3.63M | Buy |
27,006
+21,412
| +383% | +$2.88M | 0.8% | 25 |
|
|
2021
Q1 | $727K | Sell |
5,594
-3,798
| -40% | -$494K | 0.24% | 74 |
|
|
2020
Q4 | $1.3M | Buy |
9,392
+3,329
| +55% | +$460K | 0.38% | 53 |
|
|
2020
Q3 | $817K | Buy |
+6,063
| New | +$817K | 0.27% | 64 |
|
|
2020
Q2 | – | Sell |
-2,671
| Closed | -$330K | – | 587 |
|
|
2020
Q1 | $330K | Sell |
2,671
-33,730
| -93% | -$4.17M | 0.15% | 106 |
|
|
2019
Q4 | $4.66M | Buy |
36,401
+34,818
| +2,199% | +$4.46M | 0.89% | 14 |
|
|
2019
Q3 | $202K | Buy |
1,583
+158
| +11% | +$20.2K | 0.07% | 203 |
|
|
2019
Q2 | $177K | Buy |
1,425
+627
| +79% | +$77.9K | 0.06% | 240 |
|
|
2019
Q1 | $95K | Buy |
+798
| New | +$95K | 0.03% | 326 |
|