Trajan 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 | $11.3M | Sell |
103,253
-3,595
| -3% | -$394K | 0.55% | 47 |
|
|
2025
Q1 | $11.6M | Buy |
106,848
+10,330
| +11% | +$1.12M | 0.63% | 43 |
|
|
2024
Q4 | $10.3M | Buy |
96,518
+2,300
| +2% | +$246K | 0.57% | 48 |
|
|
2024
Q3 | $10.6M | Sell |
94,218
-29,103
| -24% | -$3.29M | 0.63% | 45 |
|
|
2024
Q2 | $13.2M | Sell |
123,321
-2,858
| -2% | -$306K | 0.85% | 31 |
|
|
2024
Q1 | $13.7M | Buy |
+126,179
| New | +$13.7M | 0.93% | 28 |
|