Aptus Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.75M | Sell |
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|
2025
Q2 | $5.71M | Sell |
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|
2025
Q1 | $7.71M | Buy |
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|
2024
Q4 | $5.95M | Buy |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $94.9K | Sell |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $138K | Buy |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $54K | Buy |
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|
2019
Q3 | $52K | Buy |
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