Vermillion & White Wealth Management Group’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 | $293K | Hold |
2,674
| – | – | 0.19% | 49 |
|
|
2025
Q1 | $291K | Sell |
2,674
-1,355
| -34% | -$147K | 0.21% | 44 |
|
|
2024
Q4 | $431K | Sell |
4,029
-677
| -14% | -$72.3K | 0.32% | 44 |
|
|
2024
Q3 | $532K | Sell |
4,706
-318
| -6% | -$35.9K | 0.39% | 42 |
|
|
2024
Q2 | $538K | Buy |
5,024
+117
| +2% | +$12.5K | 0.41% | 41 |
|
|
2024
Q1 | $534K | Sell |
4,907
-91
| -2% | -$9.91K | 0.43% | 40 |
|
|
2023
Q4 | $553K | Buy |
+4,998
| New | +$553K | 0.54% | 27 |
|