Independent Family Office’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 | $603K | Hold |
5,500
| – | – | 0.28% | 47 |
|
|
2025
Q1 | $598K | Hold |
5,500
| – | – | 0.31% | 44 |
|
|
2024
Q4 | $588K | Sell |
5,500
-4,934
| -47% | -$527K | 0.31% | 44 |
|
|
2024
Q3 | $1.18M | Sell |
10,434
-1,260
| -11% | -$142K | 0.59% | 31 |
|
|
2024
Q2 | $1.25M | Sell |
11,694
-589
| -5% | -$63.1K | 0.71% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
12,283
-1,697
| -12% | -$185K | 0.72% | 26 |
|
|
2023
Q4 | $1.55M | Sell |
13,980
-427
| -3% | -$47.3K | 0.88% | 25 |
|
|
2023
Q3 | $1.47M | Hold |
14,407
| – | – | 0.92% | 25 |
|
|
2023
Q2 | $1.56M | Sell |
14,407
-1,000
| -6% | -$108K | 0.94% | 23 |
|
|
2023
Q1 | $1.69M | Hold |
15,407
| – | – | 0.97% | 22 |
|
|
2022
Q4 | $1.62M | Sell |
15,407
-689
| -4% | -$72.6K | 0.98% | 23 |
|
|
2022
Q3 | $1.65M | Hold |
16,096
| – | – | 0.81% | 20 |
|
|
2022
Q2 | $1.77K | Sell |
16,096
-175
| -1% | -$19 | 0.87% | 16 |
|
|
2022
Q1 | $1.97M | Sell |
16,271
-110
| -0.7% | -$13.3K | 0.64% | 18 |
|
|
2021
Q4 | $2.17M | Sell |
16,381
-84
| -0.5% | -$11.1K | 0.82% | 15 |
|
|
2021
Q3 | $2.19M | Hold |
16,465
| – | – | 0.9% | 14 |
|
|
2021
Q2 | $2.21M | Sell |
16,465
-3,852
| -19% | -$517K | 0.86% | 15 |
|
|
2021
Q1 | $2.64M | Hold |
20,317
| – | – | 1.04% | 14 |
|
|
2020
Q4 | $2.81M | Hold |
20,317
| – | – | 1.17% | 15 |
|
|
2020
Q3 | $2.74M | Hold |
20,317
| – | – | 1.3% | 15 |
|
|
2020
Q2 | $2.73M | Sell |
20,317
-2,160
| -10% | -$291K | 1.42% | 13 |
|
|
2020
Q1 | $2.78M | Buy |
22,477
+882
| +4% | +$109K | 1.73% | 9 |
|
|
2019
Q4 | $2.76M | Buy |
+21,595
| New | +$2.76M | 1.73% | 11 |
|