Morningstar Investment Services’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
2024
Q2
Sell
-4,126
Closed -$450K 385
2024
Q1
$450K Sell
4,126
-7,801
-65% -$851K 0.01% 243
2023
Q4
$1.33M Buy
11,927
+9,651
+424% +$1.07M 0.01% 209
2023
Q3
$233K Buy
+2,276
New +$233K ﹤0.01% 263