Smallwood Wealth Investment 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 | $517K | Hold |
4,753
| – | – | 0.33% | 41 |
|
|
2024
Q4 | $508K | Sell |
4,753
-158
| -3% | -$16.9K | 0.35% | 38 |
|
|
2024
Q3 | $555K | Sell |
4,911
-8
| -0.2% | -$904 | 0.4% | 36 |
|
|
2024
Q2 | $527K | Sell |
4,919
-3,304
| -40% | -$354K | 0.41% | 35 |
|
|
2024
Q1 | $896K | Hold |
8,223
| – | – | 0.69% | 26 |
|
|
2023
Q4 | $910K | Sell |
8,223
-532
| -6% | -$58.9K | 0.75% | 26 |
|
|
2023
Q3 | $893K | Hold |
8,755
| – | – | 0.81% | 24 |
|
|
2023
Q2 | $947K | Hold |
8,755
| – | – | 0.84% | 24 |
|
|
2023
Q1 | $960K | Hold |
8,755
| – | – | 0.91% | 23 |
|
|
2022
Q4 | $923K | Sell |
8,755
-241
| -3% | -$25.4K | 0.78% | 27 |
|
|
2022
Q3 | $922K | Buy |
+8,996
| New | +$922K | 0.83% | 25 |
|