Robinson Smith Wealth 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 |
-3,221
| Closed | -$350K | – | 95 |
|
|
2025
Q1 | $350K | Hold |
3,221
| – | – | 0.29% | 62 |
|
|
2024
Q4 | $344K | Buy |
3,221
+390
| +14% | +$41.7K | 0.29% | 59 |
|
|
2024
Q3 | $320K | Hold |
2,831
| – | – | 0.27% | 63 |
|
|
2024
Q2 | $303K | Hold |
2,831
| – | – | 0.27% | 68 |
|
|
2024
Q1 | $308K | Sell |
2,831
-4
| -0.1% | -$436 | 0.3% | 64 |
|
|
2023
Q4 | $314K | Buy |
+2,835
| New | +$314K | 0.31% | 65 |
|