IF
Ironwood Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Hold |
25,758
| – | – | 0.6% | 42 |
|
|
2025
Q1 | $2.8M | Sell |
25,758
-271
| -1% | -$29.5K | 0.6% | 42 |
|
|
2024
Q4 | $2.78M | Sell |
26,029
-588
| -2% | -$62.8K | 0.58% | 40 |
|
|
2024
Q3 | $3.01M | Sell |
26,617
-2,813
| -10% | -$318K | 0.63% | 38 |
|
|
2024
Q2 | $3.15M | Sell |
29,430
-252
| -0.8% | -$27K | 0.71% | 38 |
|
|
2024
Q1 | $3.23M | Buy |
29,682
+8,615
| +41% | +$938K | 0.74% | 35 |
|
|
2023
Q4 | $2.33M | Buy |
+21,067
| New | +$2.33M | 0.56% | 39 |
|
|
2021
Q4 | – | Sell |
-176
| Closed | -$23K | – | 365 |
|
|
2021
Q3 | $23K | Buy |
176
+140
| +389% | +$18.3K | 0.01% | 270 |
|
|
2021
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 432 |
|
|
2021
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 288 |
|