Keystone Wealth 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 | $1.79M | Sell |
16,347
-90
| -0.5% | -$9.87K | 0.43% | 53 |
|
|
2025
Q1 | $1.79M | Buy |
16,437
+12
| +0.1% | +$1.3K | 0.48% | 48 |
|
|
2024
Q4 | $1.75M | Buy |
16,425
+2,576
| +19% | +$275K | 0.46% | 48 |
|
|
2024
Q3 | $1.56M | Buy |
13,849
+86
| +0.6% | +$9.72K | 0.43% | 53 |
|
|
2024
Q2 | $1.47M | Buy |
13,763
+276
| +2% | +$29.6K | 0.46% | 51 |
|
|
2024
Q1 | $1.47M | Buy |
13,487
+626
| +5% | +$68.2K | 0.48% | 49 |
|
|
2023
Q4 | $1.42M | Buy |
12,861
+687
| +6% | +$76K | 0.49% | 47 |
|
|
2023
Q3 | $1.24M | Buy |
+12,174
| New | +$1.24M | 0.47% | 50 |
|
|
2022
Q4 | – | Sell |
-2,913
| Closed | -$298K | – | 190 |
|
|
2022
Q3 | $298K | Buy |
+2,913
| New | +$298K | 0.14% | 119 |
|
|
2022
Q2 | – | Sell |
-2,189
| Closed | -$265K | – | 181 |
|
|
2022
Q1 | $265K | Sell |
2,189
-1,192
| -35% | -$144K | 0.11% | 151 |
|
|
2021
Q4 | $448K | Buy |
+3,381
| New | +$448K | 0.18% | 99 |
|