Modern 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 | $23.2M | Buy |
+211,318
| New | +$23.2M | 0.58% | 42 |
|
|
2025
Q1 | – | Sell |
-6,509
| Closed | -$695K | – | 691 |
|
|
2024
Q4 | $695K | Buy |
6,509
+2,732
| +72% | +$292K | 0.03% | 308 |
|
|
2024
Q3 | $427K | Sell |
3,777
-472
| -11% | -$53.3K | 0.03% | 274 |
|
|
2024
Q2 | $455K | Sell |
4,249
-2,153
| -34% | -$231K | 0.03% | 238 |
|
|
2024
Q1 | $697K | Buy |
6,402
+2,331
| +57% | +$254K | 0.06% | 140 |
|
|
2023
Q4 | $450K | Buy |
+4,071
| New | +$450K | 0.06% | 100 |
|