Heritage Wealth Management (California)’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 | $3.8M | Buy |
34,662
+1,293
| +4% | +$142K | 2.53% | 9 |
|
|
2025
Q1 | $3.63M | Sell |
33,369
-1,089
| -3% | -$118K | 2.73% | 7 |
|
|
2024
Q4 | $3.68M | Buy |
34,458
+1,376
| +4% | +$147K | 2.65% | 7 |
|
|
2024
Q3 | $3.74M | Sell |
33,082
-562
| -2% | -$63.5K | 2.65% | 8 |
|
|
2024
Q2 | $3.6M | Buy |
33,644
+2,831
| +9% | +$303K | 2.64% | 7 |
|
|
2024
Q1 | $3.36M | Buy |
30,813
+449
| +1% | +$48.9K | 2.53% | 8 |
|
|
2023
Q4 | $3.36M | Buy |
+30,364
| New | +$3.36M | 2.69% | 7 |
|