Integrated Wealth Concepts’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
7,050
+100
| +1% | +$8.68K | 0.01% | 1160 |
|
|
2025
Q1 | $598K | Buy |
6,950
+300
| +5% | +$25.8K | 0.01% | 1066 |
|
|
2024
Q4 | $565K | Buy |
6,650
+500
| +8% | +$42.5K | 0.01% | 1076 |
|
|
2024
Q3 | $544K | Buy |
6,150
+250
| +4% | +$22.1K | 0.01% | 1046 |
|
|
2024
Q2 | $501K | Buy |
5,900
+700
| +13% | +$59.4K | 0.01% | 1051 |
|
|
2024
Q1 | $446K | Buy |
5,200
+150
| +3% | +$12.9K | 0.01% | 1097 |
|
|
2023
Q4 | $438K | Buy |
+5,050
| New | +$438K | 0.01% | 1057 |
|