Advisornet Financial’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 | $65K | Buy |
593
+4
| +0.7% | +$438 | ﹤0.01% | 900 |
|
|
2025
Q1 | $64K | Buy |
589
+195
| +49% | +$21.2K | ﹤0.01% | 859 |
|
|
2024
Q4 | $42.1K | Hold |
394
| – | – | ﹤0.01% | 920 |
|
|
2024
Q3 | $44.5K | Buy |
394
+315
| +399% | +$35.6K | ﹤0.01% | 932 |
|
|
2024
Q2 | $8.46K | Sell |
79
-312
| -80% | -$33.4K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $42.6K | Sell |
391
-15,310
| -98% | -$1.67M | ﹤0.01% | 856 |
|
|
2023
Q4 | $1.74M | Buy |
15,701
+8,387
| +115% | +$928K | 0.16% | 148 |
|
|
2023
Q3 | $746K | Buy |
7,314
+1,085
| +17% | +$111K | 0.07% | 244 |
|
|
2023
Q2 | $674K | Sell |
6,229
-41
| -0.7% | -$4.43K | 0.06% | 260 |
|
|
2023
Q1 | $687K | Sell |
6,270
-384
| -6% | -$42.1K | 0.06% | 253 |
|
|
2022
Q4 | $702K | Sell |
6,654
-10,135
| -60% | -$1.07M | 0.07% | 253 |
|
|
2022
Q3 | $1.72M | Buy |
16,789
+261
| +2% | +$26.7K | 0.17% | 142 |
|
|
2022
Q2 | $1.82M | Buy |
16,528
+6,041
| +58% | +$665K | 0.18% | 139 |
|
|
2022
Q1 | $1.27M | Sell |
10,487
-475
| -4% | -$57.4K | 0.08% | 211 |
|
|
2021
Q4 | $1.45M | Sell |
10,962
-381
| -3% | -$50.5K | 0.09% | 196 |
|
|
2021
Q3 | $1.51M | Sell |
11,343
-3,255
| -22% | -$433K | 0.11% | 175 |
|
|
2021
Q2 | $1.96M | Sell |
14,598
-14,006
| -49% | -$1.88M | 0.13% | 154 |
|
|
2021
Q1 | $3.72M | Buy |
28,604
+7,176
| +33% | +$933K | 0.26% | 87 |
|
|
2020
Q4 | $2.96M | Sell |
21,428
-6,870
| -24% | -$949K | 0.24% | 93 |
|
|
2020
Q3 | $3.81M | Sell |
28,298
-6,072
| -18% | -$818K | 0.33% | 64 |
|
|
2020
Q2 | $4.62M | Sell |
34,370
-35,447
| -51% | -$4.77M | 0.37% | 61 |
|
|
2020
Q1 | $8.62M | Buy |
69,817
+13
| +0% | +$1.61K | 0.8% | 22 |
|
|
2019
Q4 | $8.93M | Buy |
69,804
+4,602
| +7% | +$589K | 0.76% | 22 |
|
|
2019
Q3 | $8.31M | Buy |
65,202
+9,004
| +16% | +$1.15M | 0.76% | 22 |
|
|
2019
Q2 | $6.99M | Buy |
56,198
+12,610
| +29% | +$1.57M | 0.77% | 21 |
|
|
2019
Q1 | $5.19M | Buy |
43,588
+9,885
| +29% | +$1.18M | 0.63% | 27 |
|
|
2018
Q4 | $3.8M | Buy |
33,703
+10,545
| +46% | +$1.19M | 0.53% | 35 |
|
|
2018
Q3 | $2.66M | Buy |
23,158
+19,805
| +591% | +$2.28M | 0.33% | 62 |
|
|
2018
Q2 | $384K | Sell |
3,353
-244
| -7% | -$27.9K | 0.05% | 278 |
|
|
2018
Q1 | $422K | Sell |
3,597
-8,390
| -70% | -$984K | 0.06% | 252 |
|
|
2017
Q4 | $1.46M | Buy |
+11,987
| New | +$1.46M | 0.22% | 95 |
|