United Asset Strategies’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 | $265K | Buy |
+2,418
| New | +$265K | 0.02% | 224 |
|
|
2020
Q4 | – | Sell |
-4,095
| Closed | -$552K | – | 212 |
|
|
2020
Q3 | $552K | Buy |
4,095
+129
| +3% | +$17.4K | 0.1% | 129 |
|
|
2020
Q2 | $533K | Sell |
3,966
-2,716
| -41% | -$365K | 0.11% | 126 |
|
|
2020
Q1 | $825K | Sell |
6,682
-322
| -5% | -$39.8K | 0.2% | 94 |
|
|
2019
Q4 | $896K | Buy |
+7,004
| New | +$896K | 0.17% | 107 |
|