ORG 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 | $31K | Hold |
277
| – | – | 0.01% | 657 |
|
|
2025
Q1 | $30.9K | Hold |
277
| – | – | 0.01% | 590 |
|
|
2024
Q4 | $30.4K | Sell |
277
-40
| -13% | -$4.39K | ﹤0.01% | 653 |
|
|
2024
Q3 | $36.7K | Buy |
317
+64
| +25% | +$7.41K | 0.01% | 576 |
|
|
2024
Q2 | $27.9K | Buy |
+253
| New | +$27.9K | ﹤0.01% | 985 |
|
|
2024
Q1 | – | Sell |
-1,466
| Closed | -$163K | – | 860 |
|
|
2023
Q4 | $163K | Buy |
1,466
+1,411
| +2,565% | +$157K | 0.03% | 323 |
|
|
2023
Q3 | $5.71K | Sell |
55
-4,572
| -99% | -$475K | ﹤0.01% | 929 |
|
|
2023
Q2 | $500K | Buy |
+4,627
| New | +$500K | 0.08% | 213 |
|