Silverlake Wealth 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
Q2 | $1.34M | Buy |
12,252
+233
| +2% | +$25.5K | 0.39% | 78 |
|
|
2025
Q1 | $1.31M | Sell |
12,019
-673
| -5% | -$73.1K | 0.49% | 60 |
|
|
2024
Q4 | $1.36M | Buy |
12,692
+634
| +5% | +$67.7K | 0.52% | 56 |
|
|
2024
Q3 | $1.36M | Buy |
12,058
+1,107
| +10% | +$125K | 0.52% | 56 |
|
|
2024
Q2 | $1.17M | Buy |
10,951
+2,927
| +36% | +$314K | 0.48% | 56 |
|
|
2024
Q1 | $874K | Buy |
8,024
+1,395
| +21% | +$152K | 0.44% | 58 |
|
|
2023
Q4 | $734K | Buy |
6,629
+1,033
| +18% | +$114K | 0.4% | 63 |
|
|
2023
Q3 | $571K | Buy |
5,596
+1,583
| +39% | +$161K | 0.32% | 78 |
|
|
2023
Q2 | $434K | Buy |
4,013
+692
| +21% | +$74.8K | 0.24% | 101 |
|
|
2023
Q1 | $364K | Sell |
3,321
-1,478
| -31% | -$162K | 0.22% | 123 |
|
|
2022
Q4 | $506K | Sell |
4,799
-1,950
| -29% | -$206K | 0.32% | 75 |
|
|
2022
Q3 | $691K | Buy |
6,749
+1,035
| +18% | +$106K | 0.47% | 63 |
|
|
2022
Q2 | $629K | Buy |
5,714
+1,855
| +48% | +$204K | 0.41% | 66 |
|
|
2022
Q1 | $467K | Sell |
3,859
-297
| -7% | -$35.9K | 0.27% | 95 |
|
|
2021
Q4 | $551K | Buy |
+4,156
| New | +$551K | 0.3% | 87 |
|