PSI 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 |
-717
| Closed | -$77.9K | – | 431 |
|
|
2025
Q1 | $77.9K | Buy |
717
+12
| +2% | +$1.3K | 0.03% | 187 |
|
|
2024
Q4 | $75.3K | Buy |
705
+520
| +281% | +$55.6K | 0.02% | 213 |
|
|
2024
Q3 | $20.9K | Sell |
185
-93
| -33% | -$10.5K | 0.01% | 417 |
|
|
2024
Q2 | $29.8K | Buy |
278
+125
| +82% | +$13.4K | 0.01% | 336 |
|
|
2024
Q1 | $16.7K | Buy |
153
+143
| +1,430% | +$15.6K | 0.01% | 416 |
|
|
2023
Q4 | $1.11K | Hold |
10
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $1.02K | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2023
Q2 | $1.08K | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $1.1K | Hold |
10
| – | – | ﹤0.01% | 661 |
|
|
2022
Q4 | $1.05K | Hold |
10
| – | – | ﹤0.01% | 661 |
|
|
2022
Q3 | $1K | Sell |
10
-14
| -58% | -$1.4K | ﹤0.01% | 702 |
|
|
2022
Q2 | $3K | Buy |
24
+14
| +140% | +$1.75K | ﹤0.01% | 625 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 676 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 719 |
|