Wolff Wiese Magana’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 | $9.21K | Hold |
84
| – | – | 0.01% | 432 |
|
|
2025
Q1 | $9.13K | Hold |
84
| – | – | 0.01% | 428 |
|
|
2024
Q4 | $8.98K | Sell |
84
-100
| -54% | -$10.7K | 0.01% | 438 |
|
|
2024
Q3 | $20.8K | Hold |
184
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $19.7K | Hold |
184
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $20K | Hold |
184
| – | – | 0.02% | 217 |
|
|
2023
Q4 | $20.4K | Hold |
184
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $18.8K | Sell |
184
-299
| -62% | -$30.5K | 0.02% | 271 |
|
|
2023
Q2 | $52.2K | Sell |
483
-224
| -32% | -$24.2K | 0.04% | 182 |
|
|
2023
Q1 | $77.5K | Sell |
707
-1,065
| -60% | -$117K | 0.06% | 151 |
|
|
2022
Q4 | $187K | Sell |
1,772
-2,377
| -57% | -$251K | 0.16% | 96 |
|
|
2022
Q3 | $425K | Sell |
4,149
-7
| -0.2% | -$717 | 0.34% | 70 |
|
|
2022
Q2 | $457K | Buy |
4,156
+1,013
| +32% | +$111K | 0.33% | 67 |
|
|
2022
Q1 | $380K | Buy |
3,143
+1,164
| +59% | +$141K | 0.25% | 84 |
|
|
2021
Q4 | $262K | Sell |
1,979
-16
| -0.8% | -$2.12K | 0.17% | 115 |
|
|
2021
Q3 | $265K | Buy |
1,995
+20
| +1% | +$2.66K | 0.19% | 111 |
|
|
2021
Q2 | $265K | Buy |
1,975
+3
| +0.2% | +$403 | 0.19% | 104 |
|
|
2021
Q1 | $257K | Sell |
1,972
-1,177
| -37% | -$153K | 0.2% | 98 |
|
|
2020
Q4 | $435K | Buy |
+3,149
| New | +$435K | 0.37% | 65 |
|