Icon Wealth Advisors’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 | $1.29M | Sell |
11,744
-510
| -4% | -$55.9K | 0.09% | 151 |
|
|
2025
Q1 | $1.33M | Sell |
12,254
-881
| -7% | -$95.8K | 0.11% | 133 |
|
|
2024
Q4 | $1.4M | Buy |
13,135
+2,344
| +22% | +$250K | 0.12% | 129 |
|
|
2024
Q3 | $1.22M | Sell |
10,791
-113
| -1% | -$12.8K | 0.1% | 139 |
|
|
2024
Q2 | $1.19M | Sell |
10,904
-14,351
| -57% | -$1.57M | 0.11% | 135 |
|
|
2024
Q1 | $2.75M | Sell |
25,255
-44,829
| -64% | -$4.88M | 0.26% | 74 |
|
|
2023
Q4 | $7.76M | Buy |
+70,084
| New | +$7.76M | 0.81% | 24 |
|
|
2022
Q4 | $1.69M | Buy |
16,044
+3,252
| +25% | +$343K | 0.19% | 104 |
|
|
2022
Q3 | $1.31M | Buy |
+12,792
| New | +$1.31M | 0.16% | 113 |
|