Personal CFO Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
3,165
+8
| +0.3% | +$877 | 0.06% | 292 |
|
|
2025
Q1 | $343K | Buy |
3,157
+278
| +10% | +$30.2K | 0.07% | 276 |
|
|
2024
Q4 | $308K | Sell |
2,879
-12
| -0.4% | -$1.28K | 0.06% | 315 |
|
|
2024
Q3 | $327K | Buy |
+2,891
| New | +$327K | 0.05% | 390 |
|
|
2024
Q1 | – | Sell |
-3,858
| Closed | -$427K | – | 565 |
|
|
2023
Q4 | $427K | Buy |
+3,858
| New | +$427K | 0.07% | 272 |
|
|
2023
Q3 | – | Sell |
-7,966
| Closed | -$861K | – | 485 |
|
|
2023
Q2 | $861K | Sell |
7,966
-58
| -0.7% | -$6.27K | 0.17% | 117 |
|
|
2023
Q1 | $880K | Buy |
8,024
+94
| +1% | +$10.3K | 0.18% | 103 |
|
|
2022
Q4 | $836K | Buy |
+7,930
| New | +$836K | 0.18% | 109 |
|
|
2022
Q1 | – | Sell |
-5,756
| Closed | -$763K | – | 499 |
|
|
2021
Q4 | $763K | Buy |
5,756
+1,279
| +29% | +$170K | 0.14% | 138 |
|
|
2021
Q3 | $596K | Buy |
4,477
+866
| +24% | +$115K | 0.12% | 162 |
|
|
2021
Q2 | $485K | Buy |
+3,611
| New | +$485K | 0.1% | 190 |
|