Anchor Investment Management’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 | $28.7K | Buy |
262
+46
| +21% | +$5.04K | ﹤0.01% | 670 |
|
|
2025
Q1 | $23.5K | Hold |
216
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $23.1K | Hold |
216
| – | – | ﹤0.01% | 688 |
|
|
2024
Q3 | $24.4K | Hold |
216
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $23.1K | Hold |
216
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $23.5K | Hold |
216
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $23.9K | Sell |
216
-147
| -40% | -$16.3K | ﹤0.01% | 628 |
|
|
2023
Q3 | $37K | Hold |
363
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $39.3K | Hold |
363
| – | – | 0.01% | 543 |
|
|
2023
Q1 | $39.8K | Hold |
363
| – | – | 0.01% | 560 |
|
|
2022
Q4 | $38.3K | Sell |
363
-341
| -48% | -$36K | 0.01% | 558 |
|
|
2022
Q3 | $72.1K | Hold |
704
| – | – | 0.01% | 460 |
|
|
2022
Q2 | $77.5K | Buy |
704
+123
| +21% | +$13.5K | 0.01% | 480 |
|
|
2022
Q1 | $70.3K | Hold |
581
| – | – | 0.01% | 509 |
|
|
2021
Q4 | $77K | Sell |
581
-610
| -51% | -$80.8K | 0.01% | 506 |
|
|
2021
Q3 | $158K | Hold |
1,191
| – | – | 0.02% | 389 |
|
|
2021
Q2 | $160K | Sell |
1,191
-610
| -34% | -$82K | 0.02% | 391 |
|
|
2021
Q1 | $234K | Hold |
1,801
| – | – | 0.04% | 315 |
|
|
2020
Q4 | $249K | Hold |
1,801
| – | – | 0.04% | 268 |
|
|
2020
Q3 | $243K | Sell |
1,801
-400
| -18% | -$53.9K | 0.05% | 247 |
|
|
2020
Q2 | $296K | Hold |
2,201
| – | – | 0.07% | 207 |
|
|
2020
Q1 | $272K | Hold |
2,201
| – | – | 0.07% | 204 |
|
|
2019
Q4 | $282K | Sell |
2,201
-55
| -2% | -$7.04K | 0.06% | 233 |
|
|
2019
Q3 | $288K | Hold |
2,256
| – | – | 0.07% | 231 |
|
|
2019
Q2 | $281K | Hold |
2,256
| – | – | 0.07% | 234 |
|
|
2019
Q1 | $269K | Hold |
2,256
| – | – | 0.07% | 234 |
|
|
2018
Q4 | $255K | Sell |
2,256
-1,172
| -34% | -$132K | 0.07% | 231 |
|
|
2018
Q3 | $394K | Sell |
3,428
-51
| -1% | -$5.86K | 0.09% | 211 |
|
|
2018
Q2 | $399K | Hold |
3,479
| – | – | 0.1% | 210 |
|
|
2018
Q1 | $408K | Hold |
3,479
| – | – | 0.11% | 202 |
|
|
2017
Q4 | $423K | Buy |
3,479
+840
| +32% | +$102K | 0.11% | 192 |
|
|
2017
Q3 | $320K | Buy |
2,639
+803
| +44% | +$97.3K | 0.09% | 218 |
|
|
2017
Q2 | $221K | Hold |
1,836
| – | – | 0.07% | 231 |
|
|
2017
Q1 | $216K | Hold |
1,836
| – | – | 0.07% | 227 |
|
|
2016
Q4 | $215K | Hold |
1,836
| – | – | 0.08% | 219 |
|
|
2016
Q3 | $226K | Hold |
1,836
| – | – | 0.09% | 208 |
|
|
2016
Q2 | $225K | Sell |
1,836
-70
| -4% | -$8.59K | 0.09% | 203 |
|
|
2016
Q1 | $226K | Buy |
+1,906
| New | +$226K | 0.09% | 193 |
|