Topel & Distasi Wealth 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
Q2 | $9.93M | Sell |
90,585
-1,948
| -2% | -$214K | 5.2% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
92,533
-4,945
| -5% | -$537K | 4.7% | 5 |
|
|
2024
Q4 | $10.4M | Buy |
97,478
+2,998
| +3% | +$320K | 4.46% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
94,480
+666
| +0.7% | +$75.2K | 4.42% | 5 |
|
|
2024
Q2 | $10M | Buy |
93,814
+722
| +0.8% | +$77.3K | 4.42% | 6 |
|
|
2024
Q1 | $10.1M | Buy |
93,092
+15,070
| +19% | +$1.64M | 4.48% | 6 |
|
|
2023
Q4 | $8.63M | Buy |
78,022
+6,668
| +9% | +$738K | 4.1% | 7 |
|
|
2023
Q3 | $7.28M | Buy |
71,354
+2,345
| +3% | +$239K | 3.82% | 7 |
|
|
2023
Q2 | $7.46M | Buy |
69,009
+1,145
| +2% | +$124K | 3.75% | 7 |
|
|
2023
Q1 | $7.44M | Buy |
67,864
+3,389
| +5% | +$371K | 3.88% | 7 |
|
|
2022
Q4 | $6.8M | Buy |
64,475
+1,056
| +2% | +$111K | 3.81% | 9 |
|
|
2022
Q3 | $6.6M | Sell |
63,419
-2,263
| -3% | -$235K | 3.64% | 9 |
|
|
2022
Q2 | $7.23M | Sell |
65,682
-6,647
| -9% | -$731K | 4.18% | 7 |
|
|
2022
Q1 | $8.75M | Buy |
72,329
+2,632
| +4% | +$318K | 3.66% | 6 |
|
|
2021
Q4 | $9.24M | Buy |
+69,697
| New | +$9.24M | 3.77% | 7 |
|