TCMP
Thrive Capital Management (Pennsylvania)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
+8,582
| New | +$941K | 0.29% | 103 |
|
|
2025
Q1 | – | Sell |
-11,222
| Closed | -$1.2M | – | 130 |
|
|
2024
Q4 | $1.2M | Sell |
11,222
-3,863
| -26% | -$413K | 0.55% | 82 |
|
|
2024
Q3 | $1.7M | Sell |
15,085
-887
| -6% | -$100K | 0.8% | 50 |
|
|
2024
Q2 | $1.71M | Buy |
+15,972
| New | +$1.71M | 0.78% | 53 |
|
|
2024
Q1 | – | Sell |
-24,999
| Closed | -$2.77M | – | 170 |
|
|
2023
Q4 | $2.77M | Sell |
24,999
-3,512
| -12% | -$389K | 1.48% | 17 |
|
|
2023
Q3 | $2.91M | Buy |
28,511
+705
| +3% | +$71.9K | 1.61% | 16 |
|
|
2023
Q2 | $3.01M | Sell |
27,806
-845
| -3% | -$91.4K | 1.72% | 15 |
|
|
2023
Q1 | $3.11M | Buy |
+28,651
| New | +$3.11M | 1.96% | 12 |
|