Oxinas Partners Wealth 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 | $349K | Buy |
+3,188
| New | +$349K | 0.18% | 96 |
|
|
2025
Q1 | – | Sell |
-7,388
| Closed | -$789K | – | 125 |
|
|
2024
Q4 | $789K | Sell |
7,388
-383
| -5% | -$40.9K | 0.46% | 57 |
|
|
2024
Q3 | $878K | Buy |
7,771
+195
| +3% | +$22K | 0.54% | 53 |
|
|
2024
Q2 | $812K | Sell |
7,576
-10
| -0.1% | -$1.07K | 0.54% | 50 |
|
|
2024
Q1 | $826K | Buy |
7,586
+5,395
| +246% | +$588K | 0.54% | 46 |
|
|
2023
Q4 | $242K | Sell |
2,191
-95
| -4% | -$10.5K | 0.17% | 99 |
|
|
2023
Q3 | $233K | Sell |
2,286
-31
| -1% | -$3.16K | 0.17% | 99 |
|
|
2023
Q2 | $251K | Sell |
2,317
-26
| -1% | -$2.81K | 0.16% | 102 |
|
|
2023
Q1 | $257K | Buy |
2,343
+69
| +3% | +$7.56K | 0.19% | 88 |
|
|
2022
Q4 | $240K | Buy |
+2,274
| New | +$240K | 0.2% | 80 |
|
|
2022
Q3 | – | Sell |
-2,547
| Closed | -$280K | – | 96 |
|
|
2022
Q2 | $280K | Buy |
2,547
+12
| +0.5% | +$1.32K | 0.21% | 80 |
|
|
2022
Q1 | $307K | Sell |
2,535
-327
| -11% | -$39.6K | 0.19% | 85 |
|
|
2021
Q4 | $379K | Sell |
2,862
-2,353
| -45% | -$312K | 0.22% | 98 |
|
|
2021
Q3 | $694K | Sell |
5,215
-479
| -8% | -$63.7K | 0.4% | 64 |
|
|
2021
Q2 | $765K | Sell |
5,694
-648
| -10% | -$87.1K | 0.44% | 64 |
|
|
2021
Q1 | $825K | Sell |
6,342
-11,852
| -65% | -$1.54M | 0.52% | 61 |
|
|
2020
Q4 | $2.51M | Buy |
+18,194
| New | +$2.51M | 1.87% | 15 |
|