Investments & Financial Planning LLC’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 | $469K | Sell |
4,275
-51
| -1% | -$5.59K | 0.27% | 21 |
|
|
2025
Q1 | $470K | Sell |
4,326
-39
| -0.9% | -$4.24K | 0.31% | 21 |
|
|
2024
Q4 | $466K | Sell |
4,365
-12
| -0.3% | -$1.28K | 0.29% | 21 |
|
|
2024
Q3 | $495K | Sell |
4,377
-301
| -6% | -$34K | 0.31% | 21 |
|
|
2024
Q2 | $501K | Buy |
4,678
+20
| +0.4% | +$2.14K | 0.34% | 22 |
|
|
2024
Q1 | $507K | Buy |
4,658
+76
| +2% | +$8.28K | 0.35% | 23 |
|
|
2023
Q4 | $507K | Sell |
4,582
-2,137
| -32% | -$236K | 0.38% | 21 |
|
|
2023
Q3 | $685K | Buy |
6,719
+43
| +0.6% | +$4.39K | 0.61% | 20 |
|
|
2023
Q2 | $722K | Sell |
6,676
-502
| -7% | -$54.3K | 0.63% | 20 |
|
|
2023
Q1 | $787K | Sell |
7,178
-665
| -8% | -$72.9K | 0.72% | 19 |
|
|
2022
Q4 | $827K | Buy |
+7,843
| New | +$827K | 0.81% | 19 |
|
|
2022
Q2 | $880K | Sell |
7,998
-301
| -4% | -$33.1K | 0.91% | 17 |
|
|
2022
Q1 | $1M | Buy |
8,299
+30
| +0.4% | +$3.63K | 0.88% | 17 |
|
|
2021
Q4 | $1.03M | Buy |
+8,269
| New | +$1.03M | 0.92% | 17 |
|