West Paces Advisors’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 | $54.8K | Hold |
500
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $54.3K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $53.4K | Hold |
500
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $56.5K | Hold |
500
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $53.6K | Hold |
500
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $54.5K | Hold |
500
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $55.3K | Sell |
500
-731
| -59% | -$80.9K | 0.02% | 211 |
|
|
2023
Q3 | $126K | Sell |
1,231
-14
| -1% | -$1.43K | 0.04% | 147 |
|
|
2023
Q2 | $135K | Sell |
1,245
-4,000
| -76% | -$433K | 0.04% | 149 |
|
|
2023
Q1 | $575K | Sell |
5,245
-1,030
| -16% | -$113K | 0.18% | 73 |
|
|
2022
Q4 | $662K | Sell |
6,275
-663
| -10% | -$69.9K | 0.21% | 66 |
|
|
2022
Q3 | $711K | Hold |
6,938
| – | – | 0.25% | 57 |
|
|
2022
Q2 | $763K | Sell |
6,938
-3,515
| -34% | -$387K | 0.26% | 54 |
|
|
2022
Q1 | $1.26M | Buy |
10,453
+4,953
| +90% | +$599K | 0.39% | 41 |
|
|
2021
Q4 | $729K | Hold |
5,500
| – | – | 0.23% | 63 |
|
|
2021
Q3 | $732K | Buy |
+5,500
| New | +$732K | 0.26% | 61 |
|