Life Planning Partners’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 | $882K | Sell |
8,046
-904
| -10% | -$99.1K | 0.7% | 34 |
|
|
2025
Q1 | $973K | Buy |
8,950
+722
| +9% | +$78.5K | 0.88% | 28 |
|
|
2024
Q4 | $879K | Buy |
8,228
+550
| +7% | +$58.8K | 0.81% | 29 |
|
|
2024
Q3 | $867K | Buy |
7,678
+1,051
| +16% | +$119K | 0.77% | 30 |
|
|
2024
Q2 | $710K | Buy |
6,627
+2,583
| +64% | +$277K | 0.64% | 32 |
|
|
2024
Q1 | $440K | Hold |
4,044
| – | – | 0.44% | 42 |
|
|
2023
Q4 | $448K | Buy |
+4,044
| New | +$448K | 0.44% | 39 |
|
|
2022
Q3 | $476K | Sell |
4,644
-412
| -8% | -$42.2K | 0.55% | 35 |
|
|
2022
Q2 | $557K | Sell |
5,056
-276
| -5% | -$30.4K | 0.63% | 34 |
|
|
2022
Q1 | $644K | Sell |
5,332
-213
| -4% | -$25.7K | 0.66% | 32 |
|
|
2021
Q4 | $735K | Buy |
+5,545
| New | +$735K | 0.74% | 32 |
|