Portside Wealth Group’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 | $403K | Sell |
3,678
-307
| -8% | -$33.7K | 0.06% | 279 |
|
|
2025
Q1 | $433K | Sell |
3,985
-493
| -11% | -$53.6K | 0.07% | 245 |
|
|
2024
Q4 | $478K | Sell |
4,478
-1,356
| -23% | -$145K | 0.08% | 235 |
|
|
2024
Q3 | $659K | Buy |
+5,834
| New | +$659K | 0.11% | 189 |
|
|
2024
Q1 | – | Sell |
-13,678
| Closed | -$1.51M | – | 372 |
|
|
2023
Q4 | $1.51M | Buy |
+13,678
| New | +$1.51M | 0.28% | 92 |
|
|
2023
Q3 | – | Sell |
-19,428
| Closed | -$2.1M | – | 369 |
|
|
2023
Q2 | $2.1M | Buy |
+19,428
| New | +$2.1M | 0.39% | 66 |
|