Lane & Associates’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
Q1 | $620K | Sell |
5,706
-138
| -2% | -$15K | 0.33% | 52 |
|
|
2024
Q4 | $628K | Sell |
5,844
-3,822
| -40% | -$411K | 0.32% | 55 |
|
|
2024
Q3 | $1.09M | Sell |
9,666
-2,191
| -18% | -$248K | 0.59% | 37 |
|
|
2024
Q2 | $1.27M | Buy |
11,857
+1,740
| +17% | +$186K | 0.75% | 35 |
|
|
2024
Q1 | $1.1M | Buy |
10,117
+1,249
| +14% | +$136K | 0.69% | 32 |
|
|
2023
Q4 | $981K | Buy |
8,868
+1,219
| +16% | +$135K | 0.71% | 33 |
|
|
2023
Q3 | $780K | Buy |
+7,649
| New | +$780K | 0.63% | 40 |
|