Montag & Associates’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 | $30.1K | Hold |
275
| – | – | ﹤0.01% | 637 |
|
|
2025
Q1 | $29.9K | Hold |
275
| – | – | ﹤0.01% | 676 |
|
|
2024
Q4 | $29.4K | Hold |
275
| – | – | ﹤0.01% | 676 |
|
|
2024
Q3 | $31.1K | Hold |
275
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $29.5K | Hold |
275
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $30K | Hold |
275
| – | – | ﹤0.01% | 657 |
|
|
2023
Q4 | $30.4K | Hold |
275
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $28.1K | Sell |
275
-11
| -4% | -$1.12K | ﹤0.01% | 629 |
|
|
2023
Q2 | $30.9K | Hold |
286
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $31.3K | Hold |
286
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $30.2K | Hold |
286
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $29K | Hold |
286
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $31K | Hold |
286
| – | – | ﹤0.01% | 600 |
|
|
2022
Q1 | $35K | Hold |
286
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $38K | Hold |
286
| – | – | ﹤0.01% | 600 |
|
|
2021
Q3 | $38K | Hold |
286
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $38K | Hold |
286
| – | – | ﹤0.01% | 584 |
|
|
2021
Q1 | $37K | Buy |
286
+11
| +4% | +$1.42K | ﹤0.01% | 591 |
|
|
2020
Q4 | $38K | Buy |
+275
| New | +$38K | ﹤0.01% | 574 |
|