ShoreHaven Wealth Partners’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 | $2.26M | Buy |
20,597
+3,936
| +24% | +$431K | 0.92% | 29 |
|
|
2025
Q1 | $1.81M | Sell |
16,661
-446
| -3% | -$48.5K | 0.87% | 30 |
|
|
2024
Q4 | $1.83M | Sell |
17,107
-4,984
| -23% | -$532K | 0.86% | 27 |
|
|
2024
Q3 | $2.5M | Sell |
22,091
-19,578
| -47% | -$2.21M | 1.2% | 21 |
|
|
2024
Q2 | $4.46M | Sell |
41,669
-2,859
| -6% | -$306K | 2.35% | 12 |
|
|
2024
Q1 | $4.85M | Sell |
44,528
-2,317
| -5% | -$252K | 2.67% | 10 |
|
|
2023
Q4 | $5.18M | Buy |
46,845
+2,096
| +5% | +$232K | 3.15% | 6 |
|
|
2023
Q3 | $4.57M | Sell |
44,749
-16,255
| -27% | -$1.66M | 3.14% | 8 |
|
|
2023
Q2 | $6.6M | Buy |
61,004
+16,631
| +37% | +$1.8M | 4.41% | 5 |
|
|
2023
Q1 | $4.86M | Buy |
44,373
+7,194
| +19% | +$789K | 3.41% | 7 |
|
|
2022
Q4 | $3.92M | Sell |
37,179
-937
| -2% | -$98.8K | 2.76% | 8 |
|
|
2022
Q3 | $3.91M | Buy |
38,116
+22,369
| +142% | +$2.29M | 2.98% | 8 |
|
|
2022
Q2 | $1.73M | Sell |
15,747
-2,830
| -15% | -$311K | 1.24% | 22 |
|
|
2022
Q1 | $2.25M | Buy |
+18,577
| New | +$2.25M | 1.19% | 29 |
|