Northwest Capital 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 | – | Hold |
0
| – | -$47 | – | 347 |
|
2025
Q1 | – | Hold |
0
| – | -$46 | – | 439 |
|
2024
Q4 | – | Sell |
-470
| Closed | -$53.1K | – | 431 |
|
2024
Q3 | $53.1K | Hold |
470
| – | – | 0.02% | 188 |
|
2024
Q2 | $50.4K | Hold |
470
| – | – | 0.02% | 186 |
|
2024
Q1 | $51.2K | Hold |
470
| – | – | 0.02% | 218 |
|
2023
Q4 | $52.1K | Buy |
470
+3
| +0.6% | +$332 | 0.02% | 217 |
|
2023
Q3 | $47.6K | Buy |
467
+5
| +1% | +$510 | 0.02% | 211 |
|
2023
Q2 | $50K | Buy |
+462
| New | +$50K | 0.02% | 209 |
|