AFC
Adaptive Financial Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
6,200
-189
| -3% | -$20.7K | 0.28% | 16 |
|
|
2025
Q1 | $694K | Buy |
6,389
+477
| +8% | +$51.8K | 0.3% | 15 |
|
|
2024
Q4 | $632K | Buy |
5,912
+25
| +0.4% | +$2.67K | 0.26% | 15 |
|
|
2024
Q3 | $665K | Buy |
5,887
+63
| +1% | +$7.12K | 0.27% | 15 |
|
|
2024
Q2 | $624K | Sell |
5,824
-545
| -9% | -$58.4K | 0.27% | 15 |
|
|
2024
Q1 | $694K | Buy |
6,369
+502
| +9% | +$54.7K | 0.31% | 15 |
|
|
2023
Q4 | $649K | Buy |
5,867
+17
| +0.3% | +$1.88K | 0.35% | 12 |
|
|
2023
Q3 | $597K | Sell |
5,850
-320
| -5% | -$32.7K | 0.34% | 12 |
|
|
2023
Q2 | $667K | Buy |
6,170
+690
| +13% | +$74.6K | 0.37% | 12 |
|
|
2023
Q1 | $601K | Buy |
5,480
+79
| +1% | +$8.66K | 0.32% | 13 |
|
|
2022
Q4 | $569K | Buy |
5,401
+134
| +3% | +$14.1K | 0.33% | 13 |
|
|
2022
Q3 | $540K | Buy |
5,267
+170
| +3% | +$17.4K | 0.34% | 13 |
|
|
2022
Q2 | $561K | Buy |
5,097
+89
| +2% | +$9.8K | 0.35% | 13 |
|
|
2022
Q1 | $606K | Buy |
5,008
+359
| +8% | +$43.4K | 0.36% | 14 |
|
|
2021
Q4 | $616K | Buy |
4,649
+271
| +6% | +$35.9K | 0.35% | 13 |
|
|
2021
Q3 | $582K | Buy |
4,378
+149
| +4% | +$19.8K | 0.36% | 13 |
|
|
2021
Q2 | $568K | Buy |
4,229
+120
| +3% | +$16.1K | 0.35% | 13 |
|
|
2021
Q1 | $534K | Buy |
4,109
+58
| +1% | +$7.54K | 0.36% | 13 |
|
|
2020
Q4 | $560K | Sell |
4,051
-139
| -3% | -$19.2K | 0.42% | 13 |
|
|
2020
Q3 | $564K | Buy |
4,190
+193
| +5% | +$26K | 0.44% | 13 |
|
|
2020
Q2 | $538K | Sell |
3,997
-44
| -1% | -$5.92K | 0.47% | 14 |
|
|
2020
Q1 | $499K | Buy |
4,041
+379
| +10% | +$46.8K | 0.51% | 16 |
|
|
2019
Q4 | $469K | Buy |
+3,662
| New | +$469K | 0.45% | 19 |
|