SteelPeak Wealth’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 | $1.38M | Sell |
12,568
-1,629
| -11% | -$179K | 0.05% | 228 |
|
|
2025
Q1 | $1.54M | Sell |
14,197
-245
| -2% | -$26.6K | 0.06% | 198 |
|
|
2024
Q4 | $1.54M | Buy |
14,442
+2,610
| +22% | +$279K | 0.06% | 192 |
|
|
2024
Q3 | $1.34M | Sell |
11,832
-220
| -2% | -$24.9K | 0.06% | 192 |
|
|
2024
Q2 | $1.29M | Sell |
12,052
-25,305
| -68% | -$2.71M | 0.06% | 194 |
|
|
2024
Q1 | $4.07M | Sell |
37,357
-29,530
| -44% | -$3.22M | 0.2% | 91 |
|
|
2023
Q4 | $7.4M | Buy |
66,887
+14,628
| +28% | +$1.62M | 0.43% | 66 |
|
|
2023
Q3 | $5.33M | Buy |
52,259
+40,027
| +327% | +$4.08M | 0.33% | 67 |
|
|
2023
Q2 | $1.32M | Buy |
12,232
+2,269
| +23% | +$245K | 0.08% | 160 |
|
|
2023
Q1 | $1.09M | Sell |
9,963
-4,236
| -30% | -$464K | 0.07% | 159 |
|
|
2022
Q4 | $1.5M | Sell |
14,199
-12,903
| -48% | -$1.36M | 0.11% | 146 |
|
|
2022
Q3 | $2.78M | Buy |
27,102
+15,507
| +134% | +$1.59M | 0.21% | 88 |
|
|
2022
Q2 | $1.28M | Buy |
11,595
+31
| +0.3% | +$3.41K | 0.09% | 149 |
|
|
2022
Q1 | $1.4M | Sell |
11,564
-57
| -0.5% | -$6.9K | 0.08% | 141 |
|
|
2021
Q4 | $1.54M | Sell |
11,621
-661
| -5% | -$87.6K | 0.09% | 130 |
|
|
2021
Q3 | $1.63M | Sell |
12,282
-7,948
| -39% | -$1.06M | 0.11% | 118 |
|
|
2021
Q2 | $2.72M | Sell |
20,230
-148,751
| -88% | -$20M | 0.19% | 96 |
|
|
2021
Q1 | $22M | Buy |
168,981
+148,419
| +722% | +$19.3M | 1.73% | 9 |
|
|
2020
Q4 | $2.84M | Sell |
20,562
-193,948
| -90% | -$26.8M | 0.26% | 82 |
|
|
2020
Q3 | $28.9M | Buy |
214,510
+17,868
| +9% | +$2.41M | 3.1% | 5 |
|
|
2020
Q2 | $26.4M | Buy |
196,642
+185,265
| +1,628% | +$24.9M | 3.33% | 5 |
|
|
2020
Q1 | $1.41M | Sell |
11,377
-10,257
| -47% | -$1.27M | 0.22% | 94 |
|
|
2019
Q4 | $2.77M | Buy |
+21,634
| New | +$2.77M | 0.38% | 64 |
|