Oak Harbor Wealth Partners’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 | $2.52K | Hold |
23
| – | – | ﹤0.01% | 237 |
|
|
2025
Q1 | $2.5K | Hold |
23
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $2.46K | Hold |
23
| – | – | ﹤0.01% | 219 |
|
|
2024
Q3 | $2.6K | Sell |
23
-200
| -90% | -$22.6K | ﹤0.01% | 212 |
|
|
2024
Q2 | $23.9K | Buy |
223
+200
| +870% | +$21.4K | 0.01% | 196 |
|
|
2024
Q1 | $2.51K | Hold |
23
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $2.55K | Hold |
23
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $2.35K | Hold |
23
| – | – | ﹤0.01% | 217 |
|
|
2023
Q2 | $2.49K | Hold |
23
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $2.52K | Hold |
23
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $2.43K | Hold |
23
| – | – | ﹤0.01% | 215 |
|
|
2022
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 208 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 219 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 237 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 232 |
|