Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-263
| Closed | -$28.1K | – | 454 |
|
|
2024
Q4 | $28.1K | Hold |
263
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $29.7K | Hold |
263
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $28.2K | Hold |
263
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $28.6K | Hold |
263
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $29.1K | Buy |
+263
| New | +$29.1K | 0.02% | 198 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$2K | – | 372 |
|
|
2018
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 345 |
|