Peak Financial 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 | $418K | Buy |
3,811
+3
| +0.1% | +$329 | 0.12% | 62 |
|
|
2025
Q1 | $414K | Buy |
3,808
+70
| +2% | +$7.61K | 0.12% | 61 |
|
|
2024
Q4 | $399K | Buy |
3,738
+64
| +2% | +$6.84K | 0.12% | 68 |
|
|
2024
Q3 | $415K | Buy |
3,674
+3
| +0.1% | +$339 | 0.12% | 66 |
|
|
2024
Q2 | $393K | Sell |
3,671
-1,879
| -34% | -$201K | 0.12% | 66 |
|
|
2024
Q1 | $604K | Sell |
5,550
-35
| -0.6% | -$3.81K | 0.19% | 51 |
|
|
2023
Q4 | $618K | Buy |
+5,585
| New | +$618K | 0.21% | 48 |
|