Verus Capital Partners’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 | $1.08M | Sell |
9,815
-193
| -2% | -$21.2K | 0.09% | 144 |
|
2025
Q1 | $1.09M | Sell |
10,008
-2,339
| -19% | -$254K | 0.1% | 138 |
|
2024
Q4 | $1.32M | Sell |
12,347
-1,757
| -12% | -$188K | 0.12% | 115 |
|
2024
Q3 | $1.59M | Sell |
14,104
-7,153
| -34% | -$808K | 0.15% | 96 |
|
2024
Q2 | $2.28M | Sell |
21,257
-1,470
| -6% | -$157K | 0.22% | 72 |
|
2024
Q1 | $2.48M | Sell |
22,727
-10,189
| -31% | -$1.11M | 0.27% | 55 |
|
2023
Q4 | $3.64M | Sell |
32,916
-3,920
| -11% | -$434K | 0.45% | 31 |
|
2023
Q3 | $3.76M | Buy |
36,836
+847
| +2% | +$86.4K | 0.52% | 30 |
|
2023
Q2 | $3.89M | Sell |
35,989
-288
| -0.8% | -$31.1K | 0.55% | 32 |
|
2023
Q1 | $3.98M | Buy |
36,277
+508
| +1% | +$55.7K | 0.62% | 23 |
|
2022
Q4 | $3.77M | Buy |
35,769
+2,093
| +6% | +$221K | 0.71% | 26 |
|
2022
Q3 | $3.45M | Sell |
33,676
-282
| -0.8% | -$28.9K | 0.65% | 24 |
|
2022
Q2 | $3.74M | Buy |
33,958
+4,140
| +14% | +$456K | 0.73% | 23 |
|
2022
Q1 | $3.33M | Buy |
+29,818
| New | +$3.33M | 0.52% | 31 |
|
2020
Q1 | $583K | Buy |
4,723
+2,243
| +90% | +$277K | 0.18% | 73 |
|
2019
Q4 | $317K | Buy |
+2,480
| New | +$317K | 0.1% | 154 |
|