Prosperity Planning’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 | – | Hold |
0
| – | -$671K | – | 107 |
|
|
2025
Q1 | – | Hold |
0
| – | -$660K | – | 66 |
|
|
2024
Q4 | – | Hold |
0
| – | -$698K | – | 66 |
|
|
2024
Q3 | – | Sell |
-6,197
| Closed | -$664K | – | 66 |
|
|
2024
Q2 | $664K | Buy |
+6,197
| New | +$664K | 0.23% | 64 |
|
|
2024
Q1 | – | Hold |
0
| – | -$730K | – | 59 |
|
|
2023
Q4 | – | Hold |
0
| – | -$644K | – | 58 |
|
|
2023
Q3 | – | Hold |
0
| – | -$625K | – | 57 |
|
|
2023
Q2 | – | Hold |
0
| – | -$630K | – | 61 |
|
|
2023
Q1 | – | Hold |
0
| – | -$604K | – | 60 |
|
|
2022
Q4 | – | Hold |
0
| – | -$576K | – | 54 |
|
|
2022
Q3 | – | Hold |
0
| – | -$616K | – | 53 |
|
|
2022
Q2 | – | Hold |
0
| – | -$719K | – | 51 |
|
|
2022
Q1 | – | Hold |
0
| – | -$786K | – | 44 |
|
|
2021
Q4 | – | Hold |
0
| – | -$799K | – | 44 |
|
|
2021
Q3 | – | Hold |
0
| – | -$797K | – | 41 |
|
|
2021
Q2 | – | Hold |
0
| – | -$753K | – | 38 |
|
|
2021
Q1 | – | Hold |
0
| – | -$1.01M | – | 39 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 30 |
|