Ameritas Advisory Services’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 | $328K | Sell |
2,993
-384
| -11% | -$42.1K | 0.02% | 608 |
|
|
2025
Q1 | $365K | Sell |
3,377
-169
| -5% | -$18.2K | 0.01% | 648 |
|
|
2024
Q4 | $379K | Buy |
3,546
+986
| +39% | +$105K | 0.01% | 657 |
|
|
2024
Q3 | $289K | Sell |
2,560
-3,165
| -55% | -$358K | 0.01% | 686 |
|
|
2024
Q2 | $613K | Sell |
5,725
-29,428
| -84% | -$3.15M | 0.02% | 525 |
|
|
2024
Q1 | $3.82M | Buy |
35,153
+3,391
| +11% | +$369K | 0.16% | 126 |
|
|
2023
Q4 | $3.51M | Buy |
31,762
+7,971
| +34% | +$881K | 0.19% | 110 |
|
|
2023
Q3 | $2.42M | Buy |
23,791
+21,432
| +909% | +$2.18M | 0.12% | 177 |
|
|
2023
Q2 | $249K | Sell |
2,359
-7,221
| -75% | -$762K | 0.03% | 457 |
|
|
2023
Q1 | $1.05M | Sell |
9,580
-931
| -9% | -$102K | 0.05% | 311 |
|
|
2022
Q4 | $1.11M | Sell |
10,511
-419
| -4% | -$44.2K | 0.05% | 324 |
|
|
2022
Q3 | $1.12M | Buy |
10,930
+282
| +3% | +$28.9K | 0.07% | 259 |
|
|
2022
Q2 | $1.17M | Sell |
10,648
-9,591
| -47% | -$1.06M | 0.07% | 263 |
|
|
2022
Q1 | $2.45M | Sell |
20,239
-3,249
| -14% | -$393K | 0.09% | 182 |
|
|
2021
Q4 | $3.11M | Buy |
+23,488
| New | +$3.11M | 0.11% | 154 |
|