Plan Group Financial’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 | $4.06M | Sell |
37,081
-14,564
| -28% | -$1.6M | 1.34% | 20 |
|
|
2025
Q1 | $5.61M | Buy |
51,645
+5,332
| +12% | +$580K | 2% | 15 |
|
|
2024
Q4 | $4.95M | Buy |
46,313
+905
| +2% | +$96.7K | 2.61% | 15 |
|
|
2024
Q3 | $5.13M | Buy |
45,408
+3,222
| +8% | +$364K | 2.71% | 14 |
|
|
2024
Q2 | $4.52M | Buy |
42,186
+3,016
| +8% | +$323K | 2.76% | 15 |
|
|
2024
Q1 | $4.27M | Buy |
39,170
+4,735
| +14% | +$516K | 2.8% | 15 |
|
|
2023
Q4 | $3.81M | Sell |
34,435
-24,277
| -41% | -$2.69M | 3.34% | 11 |
|
|
2023
Q3 | $5.99M | Buy |
58,712
+46,024
| +363% | +$4.7M | 4.31% | 11 |
|
|
2023
Q2 | $1.37M | Buy |
+12,688
| New | +$1.37M | 1.15% | 22 |
|
|
2022
Q2 | $482K | Buy |
+4,380
| New | +$482K | 0.83% | 29 |
|