M3 Advisory Group’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 | $546K | Hold |
4,977
| – | – | 0.38% | 52 |
|
|
2025
Q1 | $541K | Buy |
4,977
+112
| +2% | +$12.2K | 0.43% | 49 |
|
|
2024
Q4 | $520K | Hold |
4,865
| – | – | 0.37% | 59 |
|
|
2024
Q3 | $550K | Hold |
4,865
| – | – | 0.4% | 53 |
|
|
2024
Q2 | $521K | Buy |
4,865
+9
| +0.2% | +$964 | 0.43% | 52 |
|
|
2024
Q1 | $529K | Buy |
4,856
+554
| +13% | +$60.3K | 0.48% | 44 |
|
|
2023
Q4 | $476K | Buy |
+4,302
| New | +$476K | 0.56% | 41 |
|