Wescott Financial Advisory Group’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 | $3.38M | Buy |
30,803
+1,546
| +5% | +$169K | 0.32% | 46 |
|
|
2025
Q1 | $3.18M | Buy |
29,257
+2,837
| +11% | +$308K | 0.33% | 47 |
|
|
2024
Q4 | $2.82M | Buy |
26,420
+3,639
| +16% | +$389K | 0.29% | 47 |
|
|
2024
Q3 | $2.57M | Buy |
22,781
+3,397
| +18% | +$384K | 0.28% | 51 |
|
|
2024
Q2 | $2.08M | Buy |
19,384
+2,118
| +12% | +$227K | 0.24% | 54 |
|
|
2024
Q1 | $1.88M | Buy |
17,266
+13,967
| +423% | +$1.52M | 0.23% | 49 |
|
|
2023
Q4 | $365K | Buy |
+3,299
| New | +$365K | 0.05% | 121 |
|