U.S. Capital Wealth Advisors’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 | $425K | Buy |
3,874
+614
| +19% | +$67.3K | 0.01% | 634 |
|
|
2025
Q1 | $354K | Sell |
3,260
-476
| -13% | -$51.7K | 0.01% | 659 |
|
|
2024
Q4 | $399K | Buy |
3,736
+674
| +22% | +$72K | 0.01% | 610 |
|
|
2024
Q3 | $346K | Buy |
3,062
+468
| +18% | +$52.9K | 0.01% | 557 |
|
|
2024
Q2 | $278K | Sell |
2,594
-2,569
| -50% | -$275K | 0.01% | 584 |
|
|
2024
Q1 | $562K | Sell |
5,163
-13,571
| -72% | -$1.48M | 0.02% | 442 |
|
|
2023
Q4 | $2.07M | Buy |
18,734
+3,531
| +23% | +$391K | 0.08% | 218 |
|
|
2023
Q3 | $1.55M | Buy |
15,203
+12,627
| +490% | +$1.29M | 0.07% | 242 |
|
|
2023
Q2 | $279K | Sell |
2,576
-1,383
| -35% | -$150K | 0.01% | 552 |
|
|
2023
Q1 | $434K | Sell |
3,959
-7,404
| -65% | -$812K | 0.02% | 460 |
|
|
2022
Q4 | $1.2M | Buy |
+11,363
| New | +$1.2M | 0.06% | 300 |
|