HAM
Harmony Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
3,332
+1,478
| +80% | +$162K | 0.14% | 125 |
|
|
2025
Q1 | $201K | Buy |
+1,854
| New | +$201K | 0.08% | 159 |
|
|
2024
Q4 | – | Sell |
-1,847
| Closed | -$209K | – | 166 |
|
|
2024
Q3 | $209K | Buy |
+1,847
| New | +$209K | 0.08% | 158 |
|
|
2024
Q1 | – | Sell |
-2,080
| Closed | -$230K | – | 151 |
|
|
2023
Q4 | $230K | Buy |
+2,080
| New | +$230K | 0.1% | 123 |
|