Strategic Investment Solutions’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 | $2.72K | Hold |
25
| – | – | ﹤0.01% | 483 |
|
2025
Q1 | $2.67K | Buy |
25
+1
| +4% | +$107 | ﹤0.01% | 495 |
|
2024
Q4 | $2.61K | Hold |
24
| – | – | ﹤0.01% | 514 |
|
2024
Q3 | $2.72K | Buy |
24
+3
| +14% | +$339 | ﹤0.01% | 483 |
|
2024
Q2 | $2.77K | Buy |
+21
| New | +$2.77K | ﹤0.01% | 477 |
|
2023
Q4 | $2.58K | Sell |
23
-1,426
| -98% | -$160K | ﹤0.01% | 937 |
|
2023
Q3 | $152K | Buy |
1,449
+1,426
| +6,200% | +$150K | ﹤0.01% | 521 |
|
2023
Q2 | $2.44K | Hold |
23
| – | – | ﹤0.01% | 738 |
|
2023
Q1 | $2.47K | Buy |
+23
| New | +$2.47K | ﹤0.01% | 847 |
|