Market Street Wealth Management Advisors’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 | $290K | Hold |
2,650
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $288K | Sell |
2,650
-148
| -5% | -$16.1K | 0.05% | 84 |
|
|
2024
Q4 | $299K | Hold |
2,798
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $316K | Sell |
2,798
-309
| -10% | -$34.9K | 0.05% | 83 |
|
|
2024
Q2 | $333K | Sell |
3,107
-1,532
| -33% | -$164K | 0.06% | 80 |
|
|
2024
Q1 | $505K | Sell |
4,639
-2,717
| -37% | -$296K | 0.09% | 74 |
|
|
2023
Q4 | $814K | Sell |
7,356
-88,365
| -92% | -$9.78M | 0.17% | 60 |
|
|
2023
Q3 | $9.77M | Buy |
+95,721
| New | +$9.77M | 2.5% | 12 |
|
|
2022
Q4 | – | Sell |
-13,572
| Closed | -$1.39M | – | 96 |
|
|
2022
Q3 | $1.39M | Buy |
+13,572
| New | +$1.39M | 0.44% | 50 |
|