Horst & Graben 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 | $427K | Sell |
3,895
-2
| -0.1% | -$219 | 0.07% | 112 |
|
|
2025
Q1 | $424K | Buy |
3,897
+1,451
| +59% | +$158K | 0.08% | 105 |
|
|
2024
Q4 | $261K | Sell |
2,446
-544
| -18% | -$58.1K | 0.05% | 129 |
|
|
2024
Q3 | $338K | Sell |
2,990
-809
| -21% | -$91.4K | 0.06% | 108 |
|
|
2024
Q2 | $407K | Sell |
3,799
-2,381
| -39% | -$255K | 0.08% | 95 |
|
|
2024
Q1 | $673K | Buy |
6,180
+2,327
| +60% | +$253K | 0.14% | 71 |
|
|
2023
Q4 | $426K | Buy |
+3,853
| New | +$426K | 0.09% | 88 |
|