Napatree Capital’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
Q1 | $312K | Sell |
2,866
-200
| -7% | -$21.7K | 0.18% | 148 |
|
2024
Q4 | $328K | Hold |
3,066
| – | – | 0.19% | 136 |
|
2024
Q3 | $346K | Hold |
3,066
| – | – | 0.24% | 113 |
|
2024
Q2 | $328K | Hold |
3,066
| – | – | 0.27% | 101 |
|
2024
Q1 | $322K | Hold |
3,066
| – | – | 0.31% | 92 |
|
2023
Q4 | $339K | Buy |
+3,066
| New | +$339K | 0.34% | 89 |
|