Insigneo Advisory Services’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
$2.21M Buy
20,134
+1,401
+7% +$154K 0.19% 102
2025
Q1
$2.04M Sell
18,733
-7,468
-29% -$812K 0.21% 95
2024
Q4
$2.8M Buy
26,201
+1,366
+6% +$146K 0.29% 61
2024
Q3
$2.81M Buy
24,835
+4,002
+19% +$452K 0.28% 66
2024
Q2
$2.3M Buy
+20,833
New +$2.3M 0.26% 75