Hoxton Planning & 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 | $214K | Sell |
1,950
-158
| -7% | -$17.3K | 0.07% | 193 |
|
|
2025
Q1 | $229K | Sell |
2,108
-5
| -0.2% | -$543 | 0.09% | 175 |
|
|
2024
Q4 | $226K | Buy |
2,113
+79
| +4% | +$8.44K | 0.09% | 183 |
|
|
2024
Q3 | $230K | Buy |
+2,034
| New | +$230K | 0.09% | 185 |
|
|
2024
Q1 | – | Sell |
-12,110
| Closed | -$1.34M | – | 169 |
|
|
2023
Q4 | $1.34M | Buy |
12,110
+5,761
| +91% | +$637K | 0.71% | 31 |
|
|
2023
Q3 | $648K | Buy |
+6,349
| New | +$648K | 0.42% | 46 |
|