Prosperity Capital Advisors’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 | – | Sell |
-13,594
| Closed | -$1.48M | – | 335 |
|
|
2025
Q1 | $1.48M | Buy |
13,594
+2,551
| +23% | +$277K | 0.12% | 124 |
|
|
2024
Q4 | $1.18M | Sell |
11,043
-20,191
| -65% | -$2.16M | 0.1% | 144 |
|
|
2024
Q3 | $3.53M | Buy |
31,234
+25,600
| +454% | +$2.89M | 0.3% | 68 |
|
|
2024
Q2 | $604K | Sell |
5,634
-378
| -6% | -$40.5K | 0.07% | 172 |
|
|
2024
Q1 | $655K | Sell |
6,012
-14,263
| -70% | -$1.55M | 0.08% | 183 |
|
|
2023
Q4 | $2.24M | Buy |
20,275
+2,434
| +14% | +$269K | 0.24% | 55 |
|
|
2023
Q3 | $1.82M | Buy |
17,841
+9,924
| +125% | +$1.01M | 0.24% | 56 |
|
|
2023
Q2 | $856K | Buy |
+7,917
| New | +$856K | 0.12% | 100 |
|