AIMC
Alley Investment Management Company’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 | $21.4M | Sell |
195,238
-9,082
| -4% | -$995K | 2.59% | 9 |
|
|
2025
Q1 | $22.2M | Buy |
204,320
+5,827
| +3% | +$633K | 2.79% | 8 |
|
|
2024
Q4 | $21.2M | Buy |
198,493
+1,505
| +0.8% | +$161K | 2.68% | 7 |
|
|
2024
Q3 | $22.3M | Buy |
196,988
+11,719
| +6% | +$1.32M | 2.82% | 6 |
|
|
2024
Q2 | $19.8M | Buy |
185,269
+9,898
| +6% | +$1.06M | 2.71% | 5 |
|
|
2024
Q1 | $19.1M | Buy |
175,371
+4,385
| +3% | +$478K | 2.63% | 8 |
|
|
2023
Q4 | $18.9M | Buy |
170,986
+11,521
| +7% | +$1.27M | 2.76% | 5 |
|
|
2023
Q3 | $16.3M | Sell |
159,465
-614
| -0.4% | -$62.6K | 2.76% | 8 |
|
|
2023
Q2 | $17.3M | Buy |
160,079
+1,554
| +1% | +$168K | 2.79% | 5 |
|
|
2023
Q1 | $17.4M | Buy |
158,525
+9,149
| +6% | +$1M | 2.9% | 4 |
|
|
2022
Q4 | $15.7M | Buy |
149,376
+3,884
| +3% | +$409K | 2.71% | 8 |
|
|
2022
Q3 | $14.9M | Sell |
145,492
-11,637
| -7% | -$1.19M | 2.97% | 4 |
|
|
2022
Q2 | $17.3M | Buy |
157,129
+334
| +0.2% | +$36.8K | 3.26% | 3 |
|
|
2022
Q1 | $19M | Buy |
+156,795
| New | +$19M | 3.13% | 3 |
|