Rothschild Investment LLC’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 | $199K | Hold |
1,820
| – | – | 0.01% | 514 |
|
|
2025
Q1 | $198K | Hold |
1,820
| – | – | 0.01% | 503 |
|
|
2024
Q4 | $194K | Sell |
1,820
-1,000
| -35% | -$107K | 0.01% | 510 |
|
|
2024
Q3 | $319K | Hold |
2,820
| – | – | 0.02% | 420 |
|
|
2024
Q2 | $302K | Hold |
2,820
| – | – | 0.02% | 421 |
|
|
2024
Q1 | $307K | Hold |
2,820
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $312K | Buy |
+2,820
| New | +$312K | 0.03% | 349 |
|