Union Savings Bank’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 | $62.1K | Hold |
569
| – | – | 0.03% | 205 |
|
2025
Q1 | $61.8K | Hold |
569
| – | – | 0.03% | 210 |
|
2024
Q4 | $60.8K | Hold |
569
| – | – | 0.03% | 208 |
|
2024
Q3 | $64.3K | Sell |
569
-11
| -2% | -$1.24K | 0.03% | 208 |
|
2024
Q2 | $62.1K | Sell |
580
-50
| -8% | -$5.36K | 0.03% | 206 |
|
2024
Q1 | $68.6K | Hold |
630
| – | – | 0.04% | 200 |
|
2023
Q4 | $69.7K | Hold |
630
| – | – | 0.04% | 198 |
|
2023
Q3 | $64.3K | Sell |
630
-24
| -4% | -$2.45K | 0.04% | 196 |
|
2023
Q2 | $70.5K | Buy |
+654
| New | +$70.5K | 0.04% | 194 |
|