WBH Advisory’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 | $8.38M | Buy |
76,497
+4,384
| +6% | +$481K | 0.71% | 36 |
|
|
2025
Q1 | $7.84M | Sell |
72,113
-760
| -1% | -$82.6K | 0.73% | 37 |
|
|
2024
Q4 | $7.79M | Sell |
72,873
-613
| -0.8% | -$65.5K | 0.72% | 39 |
|
|
2024
Q3 | $8.3M | Buy |
73,486
+4,984
| +7% | +$563K | 0.79% | 38 |
|
|
2024
Q2 | $7.34M | Buy |
68,502
+10,356
| +18% | +$1.11M | 0.74% | 38 |
|
|
2024
Q1 | $6.33M | Buy |
58,146
+312
| +0.5% | +$34K | 0.65% | 41 |
|
|
2023
Q4 | $6.4M | Sell |
57,834
-617
| -1% | -$68.3K | 0.71% | 38 |
|
|
2023
Q3 | $5.96M | Buy |
58,451
+11,425
| +24% | +$1.17M | 0.73% | 40 |
|
|
2023
Q2 | $5.09M | Buy |
47,026
+4,932
| +12% | +$533K | 0.6% | 47 |
|
|
2023
Q1 | $4.61M | Buy |
+42,094
| New | +$4.61M | 0.58% | 48 |
|
|
2022
Q3 | $5.27M | Buy |
51,440
+32,553
| +172% | +$3.34M | 0.76% | 38 |
|
|
2022
Q2 | $2.09M | Buy |
+18,887
| New | +$2.09M | 0.28% | 82 |
|