Wheelhouse 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 | – | Sell |
-1,945
| Closed | -$211K | – | 41 |
|
|
2025
Q1 | $211K | Sell |
1,945
-353
| -15% | -$38.4K | 0.12% | 40 |
|
|
2024
Q4 | $246K | Sell |
2,298
-398
| -15% | -$42.5K | 0.15% | 38 |
|
|
2024
Q3 | $305K | Sell |
2,696
-351
| -12% | -$39.7K | 0.2% | 36 |
|
|
2024
Q2 | $325K | Sell |
3,047
-187
| -6% | -$20K | 0.23% | 33 |
|
|
2024
Q1 | $352K | Sell |
3,234
-37
| -1% | -$4.03K | 0.27% | 29 |
|
|
2023
Q4 | $362K | Buy |
+3,271
| New | +$362K | 0.32% | 28 |
|