Raleigh Capital Management’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 |
-505
| Closed | -$54.9K | – | 674 |
|
|
2025
Q1 | $54.9K | Buy |
505
+3
| +0.6% | +$326 | 0.02% | 266 |
|
|
2024
Q4 | $53.6K | Buy |
+502
| New | +$53.6K | 0.02% | 307 |
|
|
2024
Q3 | – | Sell |
-3,514
| Closed | -$376K | – | 1035 |
|
|
2024
Q2 | $376K | Buy |
3,514
+653
| +23% | +$70K | 0.16% | 137 |
|
|
2024
Q1 | $312K | Buy |
2,861
+1,991
| +229% | +$217K | 0.13% | 166 |
|
|
2023
Q4 | $96.3K | Buy |
870
+251
| +41% | +$27.8K | 0.04% | 225 |
|
|
2023
Q3 | $63.1K | Buy |
+619
| New | +$63.1K | 0.03% | 229 |
|
|
2022
Q4 | – | Sell |
-194
| Closed | -$20K | – | 850 |
|
|
2022
Q3 | $20K | Buy |
+194
| New | +$20K | 0.01% | 288 |
|