Perfromance 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 | $431K | Sell |
3,928
-23
| -0.6% | -$2.52K | 0.01% | 119 |
|
|
2025
Q1 | $429K | Sell |
3,951
-198
| -5% | -$21.5K | 0.02% | 105 |
|
|
2024
Q4 | $443K | Sell |
4,149
-418
| -9% | -$44.7K | 0.01% | 105 |
|
|
2024
Q3 | $516K | Buy |
4,567
+64
| +1% | +$7.23K | 0.02% | 101 |
|
|
2024
Q2 | $482K | Sell |
4,503
-7,214
| -62% | -$773K | 0.02% | 88 |
|
|
2024
Q1 | $1.07M | Buy |
11,717
+6,021
| +106% | +$552K | 0.05% | 65 |
|
|
2023
Q4 | $630K | Sell |
5,696
-683
| -11% | -$75.6K | 0.03% | 88 |
|
|
2023
Q3 | $651K | Sell |
6,379
-1,339
| -17% | -$137K | 0.03% | 92 |
|
|
2023
Q2 | $824K | Sell |
7,718
-611
| -7% | -$65.2K | 0.04% | 89 |
|
|
2023
Q1 | $913K | Sell |
8,329
-540
| -6% | -$59.2K | 0.05% | 81 |
|
|
2022
Q4 | $935K | Sell |
8,869
-593
| -6% | -$62.5K | 0.06% | 74 |
|
|
2022
Q3 | $969K | Sell |
9,462
-33
| -0.3% | -$3.38K | 0.06% | 71 |
|
|
2022
Q2 | $1.05M | Sell |
9,495
-70
| -0.7% | -$7.7K | 0.06% | 70 |
|
|
2022
Q1 | $1.16M | Buy |
9,565
+121
| +1% | +$14.6K | 0.05% | 69 |
|
|
2021
Q4 | $1.25M | Buy |
+9,444
| New | +$1.25M | 0.05% | 75 |
|