Morris Financial Concepts’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 | $12.9K | Hold |
118
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $12.8K | Hold |
118
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $12.6K | Hold |
118
| – | – | 0.01% | 160 |
|
|
2024
Q3 | $13.3K | Hold |
118
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $12.6K | Hold |
118
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $12.9K | Hold |
118
| – | – | 0.01% | 136 |
|
|
2023
Q4 | $13.1K | Hold |
118
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $12K | Hold |
118
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $12.8K | Hold |
118
| – | – | 0.01% | 125 |
|
|
2023
Q1 | $12.9K | Hold |
118
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $12.4K | Hold |
118
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $12K | Hold |
118
| – | – | 0.01% | 91 |
|
|
2022
Q2 | $13K | Hold |
118
| – | – | 0.01% | 99 |
|
|
2022
Q1 | $14K | Hold |
118
| – | – | 0.01% | 97 |
|
|
2021
Q4 | $16K | Buy |
+118
| New | +$16K | 0.01% | 87 |
|