Saxony 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
Q1 | – | Sell |
-20,481
| Closed | -$2.19M | – | 137 |
|
|
2024
Q4 | $2.19M | Buy |
20,481
+3,580
| +21% | +$382K | 1.93% | 16 |
|
|
2024
Q3 | $1.91M | Buy |
16,901
+419
| +3% | +$47.3K | 1.75% | 19 |
|
|
2024
Q2 | $1.77M | Sell |
16,482
-7,254
| -31% | -$777K | 1.94% | 14 |
|
|
2024
Q1 | $2.59M | Buy |
23,736
+2,563
| +12% | +$279K | 3.12% | 6 |
|
|
2023
Q4 | $2.34M | Buy |
+21,173
| New | +$2.34M | 3.1% | 5 |
|