Midwest Financial 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 | $6.05M | Sell |
55,195
-9,954
| -15% | -$1.09M | 3.18% | 6 |
|
|
2025
Q1 | $7.08M | Buy |
65,149
+11,074
| +20% | +$1.2M | 4.11% | 5 |
|
|
2024
Q4 | $5.78M | Sell |
54,075
-250
| -0.5% | -$26.7K | 3.32% | 7 |
|
|
2024
Q3 | $6.14M | Buy |
54,325
+462
| +0.9% | +$52.2K | 3.6% | 7 |
|
|
2024
Q2 | $5.77M | Buy |
53,863
+207
| +0.4% | +$22.2K | 3.67% | 6 |
|
|
2024
Q1 | $5.84M | Sell |
53,656
-1,049
| -2% | -$114K | 3.93% | 6 |
|
|
2023
Q4 | $6.05M | Sell |
54,705
-491
| -0.9% | -$54.3K | 4.52% | 5 |
|
|
2023
Q3 | $5.63M | Buy |
55,196
+796
| +1% | +$81.2K | 4.77% | 4 |
|
|
2023
Q2 | $5.88M | Buy |
54,400
+1,090
| +2% | +$118K | 4.99% | 4 |
|
|
2023
Q1 | $5.84M | Buy |
+53,310
| New | +$5.84M | 5.38% | 3 |
|