Legacy Wealth Management (Idaho)’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
$1.97K Sell
18
-1,143
-98% -$125K ﹤0.01% 511
2025
Q1
$126K Buy
1,161
+1,143
+6,350% +$124K 0.09% 89
2024
Q4
$1.94K Sell
18
-74
-80% -$7.96K ﹤0.01% 496
2024
Q3
$9.96K Buy
+92
New +$9.96K 0.01% 310