Wealth Quarterback’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
Q1 | – | Sell |
-2,455
| Closed | -$262K | – | 128 |
|
|
2024
Q4 | $262K | Sell |
2,455
-304
| -11% | -$32.5K | 0.12% | 101 |
|
|
2024
Q3 | $312K | Buy |
+2,759
| New | +$312K | 0.16% | 93 |
|
|
2024
Q1 | – | Sell |
-2,165
| Closed | -$240K | – | 125 |
|
|
2023
Q4 | $240K | Buy |
2,165
+44
| +2% | +$4.87K | 0.15% | 101 |
|
|
2023
Q3 | $216K | Sell |
2,121
-2,609
| -55% | -$266K | 0.19% | 99 |
|
|
2023
Q2 | $511K | Sell |
4,730
-924
| -16% | -$99.9K | 0.35% | 63 |
|
|
2023
Q1 | $620K | Sell |
5,654
-10,575
| -65% | -$1.16M | 0.53% | 44 |
|
|
2022
Q4 | $1.71M | Sell |
16,229
-1,934
| -11% | -$204K | 1.42% | 17 |
|
|
2022
Q3 | $1.86M | Sell |
18,163
-39,586
| -69% | -$4.06M | 1.98% | 13 |
|
|
2022
Q2 | $6.35M | Buy |
+57,749
| New | +$6.35M | 4.95% | 4 |
|
|
2021
Q3 | $8.46M | Buy |
67,390
+185
| +0.3% | +$23.2K | 5.62% | 2 |
|
|
2021
Q2 | $9.03M | Buy |
+67,205
| New | +$9.03M | 5.49% | 2 |
|
|
2020
Q4 | $6.03M | Buy |
43,627
+5,439
| +14% | +$751K | 5.01% | 4 |
|
|
2020
Q3 | $5.14M | Hold |
38,188
| – | – | 4.71% | 3 |
|
|
2020
Q2 | $5.14M | Buy |
38,188
+3,763
| +11% | +$506K | 4.71% | 3 |
|
|
2020
Q1 | $4.18M | Buy |
34,425
+821
| +2% | +$99.6K | 3.84% | 2 |
|
|
2019
Q4 | $3.62M | Buy |
+33,604
| New | +$3.62M | 3.15% | 2 |
|