Wealth Effects’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 | $266K | Buy |
2,425
+20
| +0.8% | +$2.19K | 0.1% | 166 |
|
|
2025
Q1 | $261K | Hold |
2,405
| – | – | 0.11% | 158 |
|
|
2024
Q4 | $257K | Buy |
2,405
+57
| +2% | +$6.09K | 0.09% | 177 |
|
|
2024
Q3 | $265K | Buy |
2,348
+10
| +0.4% | +$1.13K | 0.09% | 167 |
|
|
2024
Q2 | $250K | Sell |
2,338
-82
| -3% | -$8.78K | 0.09% | 164 |
|
|
2024
Q1 | $264K | Sell |
2,420
-253
| -9% | -$27.6K | 0.1% | 165 |
|
|
2023
Q4 | $296K | Buy |
2,673
+528
| +25% | +$58.4K | 0.11% | 157 |
|
|
2023
Q3 | $219K | Hold |
2,145
| – | – | 0.11% | 156 |
|
|
2023
Q2 | $232K | Hold |
2,145
| – | – | 0.1% | 159 |
|
|
2023
Q1 | $235K | Hold |
2,145
| – | – | 0.12% | 161 |
|
|
2022
Q4 | $226K | Buy |
+2,145
| New | +$226K | 0.13% | 157 |
|