HIP
HUB Investment Partners’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 | $252K | Buy |
2,295
+135
| +6% | +$14.8K | 0.01% | 517 |
|
|
2025
Q1 | $235K | Buy |
+2,160
| New | +$235K | 0.01% | 470 |
|
|
2024
Q2 | – | Sell |
-3,302
| Closed | -$360K | – | 483 |
|
|
2024
Q1 | $360K | Buy |
3,302
+310
| +10% | +$33.8K | 0.02% | 321 |
|
|
2023
Q4 | $331K | Buy |
2,992
+61
| +2% | +$6.75K | 0.02% | 290 |
|
|
2023
Q3 | $299K | Buy |
+2,931
| New | +$299K | 0.05% | 187 |
|
|
2021
Q3 | – | Sell |
-1,632
| Closed | -$219K | – | 205 |
|
|
2021
Q2 | $219K | Sell |
1,632
-6,611
| -80% | -$887K | 0.06% | 189 |
|
|
2021
Q1 | $1.07M | Sell |
8,243
-14,133
| -63% | -$1.84M | 0.32% | 81 |
|
|
2020
Q4 | $3.01M | Buy |
+22,376
| New | +$3.01M | 1.37% | 17 |
|