Life Line Wealth Management’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 | $412K | Sell |
3,757
-115
| -3% | -$12.6K | 0.13% | 24 |
|
|
2025
Q1 | $421K | Buy |
3,872
+29
| +0.8% | +$3.15K | 0.15% | 22 |
|
|
2024
Q4 | $411K | Buy |
3,843
+54
| +1% | +$5.77K | 0.15% | 16 |
|
|
2024
Q3 | $428K | Buy |
3,789
+40
| +1% | +$4.52K | 0.15% | 14 |
|
|
2024
Q2 | $402K | Sell |
3,749
-1,784
| -32% | -$191K | 0.15% | 15 |
|
|
2024
Q1 | $603K | Buy |
5,533
+574
| +12% | +$62.5K | 0.23% | 13 |
|
|
2023
Q4 | $549K | Buy |
+4,959
| New | +$549K | 0.22% | 13 |
|