Resurgent Financial 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 | $380K | Buy |
3,469
+122
| +4% | +$13.4K | 0.21% | 129 |
|
|
2025
Q1 | $364K | Sell |
3,347
-68
| -2% | -$7.39K | 0.22% | 125 |
|
|
2024
Q4 | $365K | Sell |
3,415
-1
| -0% | -$107 | 0.21% | 127 |
|
|
2024
Q3 | $386K | Buy |
3,416
+527
| +18% | +$59.5K | 0.23% | 130 |
|
|
2024
Q2 | $309K | Buy |
2,889
+12
| +0.4% | +$1.29K | 0.19% | 138 |
|
|
2024
Q1 | $313K | Sell |
2,877
-1,420
| -33% | -$155K | 0.17% | 148 |
|
|
2023
Q4 | $476K | Buy |
4,297
+1,254
| +41% | +$139K | 0.29% | 88 |
|
|
2023
Q3 | $310K | Buy |
3,043
+2,177
| +251% | +$222K | 0.21% | 111 |
|
|
2023
Q2 | $93.6K | Buy |
866
+115
| +15% | +$12.4K | 0.06% | 241 |
|
|
2023
Q1 | $82.3K | Sell |
751
-410
| -35% | -$44.9K | 0.05% | 253 |
|
|
2022
Q4 | $122K | Buy |
+1,161
| New | +$122K | 0.06% | 275 |
|