Greystone Financial Group’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 |
-132,075
| Closed | -$14.1M | – | 104 |
|
|
2024
Q4 | $14.1M | Buy |
132,075
+2,455
| +2% | +$262K | 2.45% | 12 |
|
|
2024
Q3 | $14.6M | Buy |
129,620
+4,009
| +3% | +$453K | 2.62% | 9 |
|
|
2024
Q2 | $13.5M | Buy |
+125,611
| New | +$13.5M | 2.63% | 8 |
|
|
2021
Q1 | – | Sell |
-99,986
| Closed | -$13.5M | – | 104 |
|
|
2020
Q4 | $13.5M | Buy |
+99,986
| New | +$13.5M | 3.68% | 3 |
|