HB 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 | $712K | Buy |
6,499
+2,721
| +72% | +$298K | 0.01% | 611 |
|
|
2025
Q1 | $411K | Sell |
3,778
-506
| -12% | -$55K | ﹤0.01% | 817 |
|
|
2024
Q4 | $458K | Sell |
4,284
-417
| -9% | -$44.6K | ﹤0.01% | 640 |
|
|
2024
Q3 | $531K | Buy |
4,701
+659
| +16% | +$74.5K | 0.01% | 565 |
|
|
2024
Q2 | $433K | Sell |
4,042
-245
| -6% | -$26.2K | 0.01% | 578 |
|
|
2024
Q1 | $467K | Buy |
4,287
+61
| +1% | +$6.65K | 0.01% | 522 |
|
|
2023
Q4 | $468K | Sell |
4,226
-473
| -10% | -$52.4K | 0.01% | 483 |
|
|
2023
Q3 | $479K | Sell |
4,699
-935
| -17% | -$95.4K | 0.01% | 439 |
|
|
2023
Q2 | $609K | Buy |
5,634
+1,013
| +22% | +$110K | 0.01% | 373 |
|
|
2023
Q1 | $506K | Sell |
4,621
-11,955
| -72% | -$1.31M | 0.01% | 411 |
|
|
2022
Q4 | $1.75M | Buy |
16,576
+4,889
| +42% | +$515K | 0.03% | 213 |
|
|
2022
Q3 | $1.2M | Buy |
11,687
+362
| +3% | +$37.1K | 0.03% | 235 |
|
|
2022
Q2 | $1.25M | Buy |
11,325
+5,446
| +93% | +$599K | 0.03% | 227 |
|
|
2022
Q1 | $711K | Sell |
5,879
-5,649
| -49% | -$683K | 0.01% | 303 |
|
|
2021
Q4 | $1.53M | Buy |
+11,528
| New | +$1.53M | 0.03% | 183 |
|