Winthrop Capital Management’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
$10.7M Sell
97,300
-239
-0.2% -$26.2K 2.7% 9
2025
Q1
$10.6M Buy
97,539
+4,120
+4% +$448K 2.92% 10
2024
Q4
$10M Buy
+93,419
New +$10M 2.66% 11
2024
Q1
Sell
-97,304
Closed -$10.8M 231
2023
Q4
$10.8M Buy
+97,304
New +$10.8M 3.52% 5