Mission 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 | $329K | Buy |
3,001
+65
| +2% | +$7.13K | 0.01% | 541 |
|
|
2025
Q1 | $319K | Buy |
+2,936
| New | +$319K | 0.01% | 519 |
|
|
2021
Q4 | – | Sell |
-1,936
| Closed | -$258K | – | 518 |
|
|
2021
Q3 | $258K | Buy |
1,936
+238
| +14% | +$31.7K | 0.01% | 426 |
|
|
2021
Q2 | $228K | Sell |
1,698
-168
| -9% | -$22.6K | 0.01% | 439 |
|
|
2021
Q1 | $243K | Sell |
1,866
-103
| -5% | -$13.4K | 0.01% | 402 |
|
|
2020
Q4 | $272K | Sell |
1,969
-2,191
| -53% | -$303K | 0.02% | 349 |
|
|
2020
Q3 | $560K | Buy |
4,160
+2,303
| +124% | +$310K | 0.04% | 188 |
|
|
2020
Q2 | $250K | Sell |
1,857
-79
| -4% | -$10.6K | 0.02% | 283 |
|
|
2020
Q1 | $239K | Sell |
1,936
-1,666
| -46% | -$206K | 0.03% | 254 |
|
|
2019
Q4 | $461K | Buy |
3,602
+1,300
| +56% | +$166K | 0.04% | 190 |
|
|
2019
Q3 | $293K | Sell |
2,302
-1,453
| -39% | -$185K | 0.03% | 238 |
|
|
2019
Q2 | $467K | Sell |
3,755
-134
| -3% | -$16.7K | 0.05% | 175 |
|
|
2019
Q1 | $463K | Sell |
3,889
-37
| -0.9% | -$4.41K | 0.05% | 179 |
|
|
2018
Q4 | $443K | Sell |
3,926
-126
| -3% | -$14.2K | 0.06% | 161 |
|
|
2018
Q3 | $466K | Sell |
4,052
-70
| -2% | -$8.05K | 0.06% | 162 |
|
|
2018
Q2 | $472K | Buy |
4,122
+401
| +11% | +$45.9K | 0.07% | 147 |
|
|
2018
Q1 | $437K | Buy |
3,721
+1,880
| +102% | +$221K | 0.07% | 128 |
|
|
2017
Q4 | $224K | Buy |
1,841
+48
| +3% | +$5.84K | 0.04% | 194 |
|
|
2017
Q3 | $217K | Buy |
+1,793
| New | +$217K | 0.04% | 177 |
|
|
2017
Q2 | – | Sell |
-1,830
| Closed | -$216K | – | 196 |
|
|
2017
Q1 | $216K | Buy |
+1,830
| New | +$216K | 0.04% | 170 |
|