West Wealth 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 | – | Sell |
-2,652
| Closed | -$288K | – | 116 |
|
|
2025
Q1 | $288K | Buy |
2,652
+80
| +3% | +$8.7K | 0.09% | 75 |
|
|
2024
Q4 | $275K | Sell |
2,572
-42
| -2% | -$4.49K | 0.08% | 74 |
|
|
2024
Q3 | $295K | Sell |
2,614
-3,881
| -60% | -$438K | 0.1% | 64 |
|
|
2024
Q2 | $696K | Sell |
6,495
-6,393
| -50% | -$685K | 0.25% | 37 |
|
|
2024
Q1 | $1.4M | Buy |
+12,888
| New | +$1.4M | 0.52% | 28 |
|