TSA 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 | $333K | Sell |
3,042
-171
| -5% | -$18.7K | 0.12% | 63 |
|
|
2025
Q1 | $349K | Sell |
3,213
-1,726
| -35% | -$188K | 0.14% | 60 |
|
|
2024
Q4 | $528K | Sell |
4,939
-1,088
| -18% | -$116K | 0.21% | 44 |
|
|
2024
Q3 | $681K | Sell |
6,027
-1,172
| -16% | -$132K | 0.27% | 40 |
|
|
2024
Q2 | $771K | Sell |
7,199
-17,424
| -71% | -$1.87M | 0.33% | 37 |
|
|
2024
Q1 | $2.68M | Sell |
24,623
-18,551
| -43% | -$2.02M | 1.17% | 19 |
|
|
2023
Q4 | $4.78M | Buy |
+43,174
| New | +$4.78M | 2.23% | 13 |
|