Seamount Financial Group’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 | $2.64M | Buy |
24,048
+943
| +4% | +$103K | 1.36% | 24 |
|
|
2025
Q1 | $2.51M | Buy |
23,105
+1,814
| +9% | +$197K | 1.71% | 19 |
|
|
2024
Q4 | $2.27M | Buy |
21,291
+375
| +2% | +$40.1K | 1.57% | 21 |
|
|
2024
Q3 | $2.36M | Buy |
20,916
+1,043
| +5% | +$118K | 1.78% | 19 |
|
|
2024
Q2 | $2.13M | Sell |
19,873
-238
| -1% | -$25.5K | 1.74% | 19 |
|
|
2024
Q1 | $2.19M | Buy |
20,111
+62
| +0.3% | +$6.75K | 1.92% | 16 |
|
|
2023
Q4 | $2.22M | Buy |
+20,049
| New | +$2.22M | 2.13% | 14 |
|