Triumph Capital 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 | $451K | Sell |
4,117
-1,632
| -28% | -$179K | 0.14% | 173 |
|
|
2025
Q1 | $625K | Buy |
5,749
+2,813
| +96% | +$306K | 0.21% | 130 |
|
|
2024
Q4 | $314K | Buy |
+2,936
| New | +$314K | 0.11% | 207 |
|
|
2024
Q1 | – | Sell |
-1,815
| Closed | -$201K | – | 244 |
|
|
2023
Q4 | $201K | Buy |
+1,815
| New | +$201K | 0.09% | 204 |
|
|
2022
Q4 | – | Sell |
-2,618
| Closed | -$268K | – | 234 |
|
|
2022
Q3 | $268K | Sell |
2,618
-37,382
| -93% | -$3.83M | 0.15% | 143 |
|
|
2022
Q2 | $40K | Buy |
40,000
+38,275
| +2,219% | +$38.3K | 0.02% | 184 |
|
|
2022
Q1 | $209K | Buy |
1,725
+19
| +1% | +$2.3K | 0.09% | 196 |
|
|
2021
Q4 | $226K | Buy |
+1,706
| New | +$226K | 0.1% | 187 |
|