Wealthspire Advisors (New York)’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 | $892K | Sell |
8,142
-359
| -4% | -$39.4K | 0.01% | 414 |
|
|
2025
Q1 | $924K | Sell |
8,501
-542
| -6% | -$58.9K | 0.01% | 390 |
|
|
2024
Q4 | $966K | Buy |
9,043
+3,772
| +72% | +$403K | 0.01% | 377 |
|
|
2024
Q3 | $596K | Buy |
5,271
+166
| +3% | +$18.8K | 0.01% | 456 |
|
|
2024
Q2 | $547K | Buy |
5,105
+174
| +4% | +$18.6K | 0.01% | 413 |
|
|
2024
Q1 | $537K | Sell |
4,931
-9,511
| -66% | -$1.04M | 0.01% | 416 |
|
|
2023
Q4 | $1.6M | Buy |
14,442
+208
| +1% | +$23K | 0.02% | 231 |
|
|
2023
Q3 | $1.45M | Buy |
14,234
+1,519
| +12% | +$155K | 0.02% | 211 |
|
|
2023
Q2 | $1.38M | Sell |
12,715
-1,178
| -8% | -$127K | 0.02% | 204 |
|
|
2023
Q1 | $1.52M | Sell |
13,893
-17,297
| -55% | -$1.9M | 0.03% | 184 |
|
|
2022
Q4 | $3.29M | Sell |
31,190
-307
| -1% | -$32.4K | 0.06% | 118 |
|
|
2022
Q3 | $3.23M | Sell |
31,497
-490
| -2% | -$50.2K | 0.07% | 114 |
|
|
2022
Q2 | $3.52M | Sell |
31,987
-2,940
| -8% | -$324K | 0.07% | 108 |
|
|
2022
Q1 | $4.22M | Sell |
34,927
-9,065
| -21% | -$1.1M | 0.1% | 83 |
|
|
2021
Q4 | $5.83M | Buy |
43,992
+894
| +2% | +$118K | 0.13% | 77 |
|
|
2021
Q3 | $5.73M | Buy |
43,098
+118
| +0.3% | +$15.7K | 0.12% | 87 |
|
|
2021
Q2 | $5.78M | Buy |
42,980
+10,565
| +33% | +$1.42M | 0.15% | 65 |
|
|
2021
Q1 | $4.22M | Sell |
32,415
-759
| -2% | -$98.7K | 0.1% | 100 |
|
|
2020
Q4 | $4.58M | Buy |
33,174
+5,036
| +18% | +$696K | 0.14% | 77 |
|
|
2020
Q3 | $3.79M | Buy |
28,138
+2,132
| +8% | +$287K | 0.23% | 52 |
|
|
2020
Q2 | $3.5M | Sell |
26,006
-32,916
| -56% | -$4.43M | 0.24% | 49 |
|
|
2020
Q1 | $7.28M | Buy |
58,922
+35,492
| +151% | +$4.38M | 0.31% | 49 |
|
|
2019
Q4 | $3M | Buy |
23,430
+804
| +4% | +$103K | 0.22% | 31 |
|
|
2019
Q3 | $2.88M | Buy |
22,626
+784
| +4% | +$99.9K | 0.24% | 27 |
|
|
2019
Q2 | $2.72M | Sell |
21,842
-90
| -0.4% | -$11.2K | 0.24% | 23 |
|
|
2019
Q1 | $2.61M | Sell |
21,932
-4,471
| -17% | -$532K | 0.24% | 19 |
|
|
2018
Q4 | $2.98M | Buy |
+26,403
| New | +$2.98M | 0.29% | 21 |
|