LGT Financial Advisors’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 | $7.24K | Sell |
66
-952
| -94% | -$104K | 0.02% | 245 |
|
|
2025
Q1 | $111K | Buy |
1,018
+45
| +5% | +$4.89K | 0.34% | 66 |
|
|
2024
Q4 | $104K | Sell |
973
-203
| -17% | -$21.7K | 0.23% | 83 |
|
|
2024
Q3 | $133K | Buy |
1,176
+96
| +9% | +$10.8K | 0.33% | 55 |
|
|
2024
Q2 | $116K | Sell |
1,080
-1,197
| -53% | -$128K | 0.24% | 67 |
|
|
2024
Q1 | $248K | Sell |
2,277
-424
| -16% | -$46.2K | 0.29% | 76 |
|
|
2023
Q4 | $299K | Sell |
2,701
-428
| -14% | -$47.4K | 0.37% | 58 |
|
|
2023
Q3 | $319K | Sell |
3,129
-663
| -17% | -$67.6K | 0.41% | 56 |
|
|
2023
Q2 | $410K | Buy |
+3,792
| New | +$410K | 0.44% | 64 |
|
|
2023
Q1 | – | Sell |
-1,412
| Closed | -$149K | – | 157 |
|
|
2022
Q4 | $149K | Buy |
+1,412
| New | +$149K | 0.18% | 110 |
|