Principal Securities’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 | $17.1M | Buy |
156,394
+91,622
| +141% | +$10M | 0.32% | 57 |
|
|
2025
Q1 | $6.92M | Buy |
64,772
+205
| +0.3% | +$21.9K | 0.15% | 130 |
|
|
2024
Q4 | $6.9M | Buy |
64,567
+60,539
| +1,503% | +$6.47M | 0.16% | 129 |
|
|
2024
Q3 | $455K | Sell |
4,028
-32,099
| -89% | -$3.63M | 0.01% | 791 |
|
|
2024
Q2 | $3.87M | Buy |
36,127
+13,490
| +60% | +$1.45M | 0.11% | 177 |
|
|
2024
Q1 | $2.47M | Buy |
22,637
+5,483
| +32% | +$597K | 0.08% | 243 |
|
|
2023
Q4 | $1.9M | Buy |
+17,154
| New | +$1.9M | 0.07% | 267 |
|