Lionsbridge 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 | – | Sell |
-31,887
| Closed | -$3.47M | – | 67 |
|
|
2025
Q1 | $3.47M | Sell |
31,887
-2,989
| -9% | -$325K | 3.08% | 10 |
|
|
2024
Q4 | $3.73M | Sell |
34,876
-1,356
| -4% | -$145K | 3.13% | 8 |
|
|
2024
Q3 | $4.09M | Sell |
36,232
-659
| -2% | -$74.5K | 3.23% | 5 |
|
|
2024
Q2 | $3.95M | Sell |
36,891
-308
| -0.8% | -$33K | 3.17% | 9 |
|
|
2024
Q1 | $4.05M | Buy |
37,199
+5,644
| +18% | +$615K | 3.13% | 9 |
|
|
2023
Q4 | $3.49M | Buy |
+31,555
| New | +$3.49M | 2.79% | 14 |
|