Winthrop 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 | $366K | Sell |
3,338
-893
| -21% | -$97.9K | 0.04% | 120 |
|
|
2025
Q1 | $460K | Sell |
4,231
-3,126
| -42% | -$340K | 0.06% | 97 |
|
|
2024
Q4 | $786K | Sell |
7,357
-2,204
| -23% | -$235K | 0.09% | 70 |
|
|
2024
Q3 | $1.08M | Buy |
9,561
+1,646
| +21% | +$186K | 0.13% | 54 |
|
|
2024
Q2 | $848K | Sell |
7,915
-401
| -5% | -$43K | 0.12% | 60 |
|
|
2024
Q1 | $906K | Buy |
8,316
+2,431
| +41% | +$265K | 0.13% | 57 |
|
|
2023
Q4 | $651K | Buy |
+5,885
| New | +$651K | 0.1% | 67 |
|