Richardson Financial Services’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 | $278K | Buy |
2,542
+852
| +50% | +$93.2K | 0.19% | 128 |
|
|
2025
Q1 | $184K | Sell |
1,690
-5
| -0.3% | -$544 | 0.14% | 145 |
|
|
2024
Q4 | $182K | Sell |
1,695
-240
| -12% | -$25.7K | 0.13% | 144 |
|
|
2024
Q3 | $207K | Hold |
1,935
| – | – | 0.13% | 145 |
|
|
2024
Q2 | $207K | Sell |
1,935
-43
| -2% | -$4.61K | 0.15% | 136 |
|
|
2024
Q1 | $211K | Sell |
1,978
-300
| -13% | -$32.1K | 0.15% | 142 |
|
|
2023
Q4 | $252K | Buy |
+2,278
| New | +$252K | 0.22% | 106 |
|