Westshore Wealth’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 | $26.7M | Buy |
243,851
+9,316
| +4% | +$1.02M | 10.25% | 2 |
|
|
2025
Q1 | $25.5M | Buy |
234,535
+15,027
| +7% | +$1.63M | 10.78% | 2 |
|
|
2024
Q4 | $23.5M | Buy |
219,508
+5,198
| +2% | +$555K | 9.5% | 2 |
|
|
2024
Q3 | $24.2M | Buy |
214,310
+4,089
| +2% | +$462K | 9.9% | 2 |
|
|
2024
Q2 | $22.5M | Buy |
210,221
+13,759
| +7% | +$1.47M | 9.35% | 3 |
|
|
2024
Q1 | $21.4M | Buy |
196,462
+14,431
| +8% | +$1.57M | 8.9% | 3 |
|
|
2023
Q4 | $20.1M | Buy |
182,031
+9,902
| +6% | +$1.1M | 9.3% | 3 |
|
|
2023
Q3 | $17.6M | Buy |
172,129
+4,501
| +3% | +$459K | 9.76% | 3 |
|
|
2023
Q2 | $18.1M | Buy |
167,628
+5,806
| +4% | +$628K | 9.25% | 3 |
|
|
2023
Q1 | $17.7M | Buy |
161,822
+8,720
| +6% | +$956K | 9.32% | 3 |
|
|
2022
Q4 | $16.1M | Buy |
153,102
+12,001
| +9% | +$1.27M | 9.2% | 3 |
|
|
2022
Q3 | $14.5M | Buy |
141,101
+2,425
| +2% | +$248K | 9.95% | 3 |
|
|
2022
Q2 | $15.3M | Buy |
+138,676
| New | +$15.3M | 9.95% | 3 |
|