OPAM
Ocean Park Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.23M | Hold |
11,353
| – | – | 0.04% | 62 |
|
2025
Q1 | $1.23M | Buy |
+11,353
| New | +$1.23M | 0.04% | 62 |
|
2024
Q4 | – | Sell |
-4,620
| Closed | -$522K | – | 91 |
|
2024
Q3 | $522K | Buy |
+4,620
| New | +$522K | 0.02% | 64 |
|
2024
Q2 | – | Sell |
-574,960
| Closed | -$62.6M | – | 79 |
|
2024
Q1 | $62.6M | Buy |
574,960
+834
| +0.1% | +$90.8K | 2.95% | 11 |
|
2023
Q4 | $63.5M | Buy |
+574,126
| New | +$63.5M | 3.11% | 8 |
|