Apollon Wealth 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 | $1.25M | Buy |
11,380
+89
| +0.8% | +$9.76K | 0.02% | 491 |
|
|
2025
Q1 | $1.23M | Sell |
11,291
-8,304
| -42% | -$903K | 0.03% | 449 |
|
|
2024
Q4 | $2.09M | Buy |
19,595
+503
| +3% | +$53.7K | 0.05% | 329 |
|
|
2024
Q3 | $2.16M | Sell |
19,092
-2,180
| -10% | -$246K | 0.06% | 290 |
|
|
2024
Q2 | $2.28M | Buy |
21,272
+2,236
| +12% | +$240K | 0.07% | 254 |
|
|
2024
Q1 | $2.07M | Buy |
19,036
+1,685
| +10% | +$184K | 0.07% | 279 |
|
|
2023
Q4 | $1.92M | Buy |
17,351
+3,720
| +27% | +$412K | 0.07% | 269 |
|
|
2023
Q3 | $1.39M | Sell |
13,631
-738
| -5% | -$75.3K | 0.07% | 279 |
|
|
2023
Q2 | $1.55M | Buy |
14,369
+1,804
| +14% | +$195K | 0.07% | 271 |
|
|
2023
Q1 | $1.38M | Buy |
12,565
+4,065
| +48% | +$446K | 0.08% | 251 |
|
|
2022
Q4 | $896K | Sell |
8,500
-28
| -0.3% | -$2.95K | 0.06% | 336 |
|
|
2022
Q3 | $874K | Buy |
8,528
+456
| +6% | +$46.7K | 0.07% | 292 |
|
|
2022
Q2 | $888K | Sell |
8,072
-135
| -2% | -$14.9K | 0.07% | 295 |
|
|
2022
Q1 | $993K | Sell |
8,207
-1,624
| -17% | -$196K | 0.07% | 281 |
|
|
2021
Q4 | $1.32M | Buy |
+9,831
| New | +$1.32M | 0.1% | 230 |
|
|
2020
Q4 | – | Sell |
-1,703
| Closed | -$229K | – | 234 |
|
|
2020
Q3 | $229K | Buy |
1,703
+1,479
| +660% | +$199K | 0.1% | 136 |
|
|
2020
Q2 | $30K | Buy |
+224
| New | +$30K | 0.02% | 310 |
|
|
2019
Q3 | – | Sell |
-554
| Closed | -$69K | – | 91 |
|
|
2019
Q2 | $69K | Buy |
+554
| New | +$69K | 0.08% | 84 |
|