Tempus Wealth Planning’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 | $901K | Buy |
8,219
+16
| +0.2% | +$1.75K | 0.22% | 118 |
|
|
2025
Q1 | $892K | Buy |
8,203
+115
| +1% | +$12.5K | 0.27% | 107 |
|
|
2024
Q4 | $864K | Buy |
8,088
+775
| +11% | +$82.8K | 0.26% | 101 |
|
|
2024
Q3 | $826K | Buy |
7,313
+207
| +3% | +$23.4K | 0.3% | 89 |
|
|
2024
Q2 | $761K | Sell |
7,106
-2,332
| -25% | -$250K | 0.32% | 87 |
|
|
2024
Q1 | $1.03M | Buy |
9,438
+4,268
| +83% | +$465K | 0.45% | 63 |
|
|
2023
Q4 | $572K | Buy |
5,170
+996
| +24% | +$110K | 0.25% | 94 |
|
|
2023
Q3 | $426K | Buy |
4,174
+287
| +7% | +$29.3K | 0.21% | 99 |
|
|
2023
Q2 | $420K | Sell |
3,887
-4
| -0.1% | -$433 | 0.19% | 117 |
|
|
2023
Q1 | $426K | Hold |
3,891
| – | – | 0.21% | 103 |
|
|
2022
Q4 | $410K | Sell |
3,891
-4
| -0.1% | -$422 | 0.25% | 108 |
|
|
2022
Q3 | $399K | Buy |
3,895
+8
| +0.2% | +$820 | 0.27% | 103 |
|
|
2022
Q2 | $428K | Hold |
3,887
| – | – | 0.35% | 78 |
|
|
2022
Q1 | $470K | Sell |
3,887
-453
| -10% | -$54.8K | 0.33% | 81 |
|
|
2021
Q4 | $575K | Hold |
4,340
| – | – | 0.31% | 87 |
|
|
2021
Q3 | $577K | Buy |
4,340
+39
| +0.9% | +$5.19K | 0.33% | 80 |
|
|
2021
Q2 | $578K | Buy |
+4,301
| New | +$578K | 0.38% | 77 |
|