Independent Wealth Network’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 | $372K | Buy |
3,391
+21
| +0.6% | +$2.3K | 0.14% | 170 |
|
|
2025
Q1 | $366K | Sell |
3,370
-7
| -0.2% | -$761 | 0.15% | 161 |
|
|
2024
Q4 | $361K | Sell |
3,377
-55
| -2% | -$5.88K | 0.15% | 155 |
|
|
2024
Q3 | $388K | Sell |
3,432
-143
| -4% | -$16.2K | 0.17% | 139 |
|
|
2024
Q2 | $383K | Sell |
3,575
-31
| -0.9% | -$3.32K | 0.18% | 138 |
|
|
2024
Q1 | $393K | Buy |
3,606
+464
| +15% | +$50.5K | 0.18% | 139 |
|
|
2023
Q4 | $348K | Buy |
3,142
+12
| +0.4% | +$1.33K | 0.18% | 133 |
|
|
2023
Q3 | $319K | Sell |
3,130
-32
| -1% | -$3.26K | 0.2% | 126 |
|
|
2023
Q2 | $342K | Buy |
+3,162
| New | +$342K | 0.21% | 130 |
|
|
2022
Q2 | – | Sell |
-1,747
| Closed | -$211K | – | 206 |
|
|
2022
Q1 | $211K | Sell |
1,747
-1,697
| -49% | -$205K | 0.13% | 184 |
|
|
2021
Q4 | $456K | Sell |
3,444
-1,118
| -25% | -$148K | 0.28% | 102 |
|
|
2021
Q3 | $607K | Buy |
+4,562
| New | +$607K | 0.4% | 65 |
|