Arete Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Arete Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$763K	Sell	6,964 -5,708	-45%	-$625K	0.05%	302
2025 Q1	$1.38M	Buy	12,672 +5,813	+85%	+$632K	0.11%	199
2024 Q4	$733K	Sell	6,859 -3,015	-31%	-$322K	0.05%	316
2024 Q3	$1.12M	Buy	9,874 +4,459	+82%	+$504K	0.1%	210
2024 Q2	$580K	Buy	+5,415	New	+$580K	0.05%	352
2024 Q1	–	Sell	-10,961	Closed	-$1.21M	–	576
2023 Q4	$1.21M	Buy	10,961 +3,365	+44%	+$372K	0.09%	213
2023 Q3	$775K	Sell	7,596 -1,262	-14%	-$129K	0.13%	163
2023 Q2	$958K	Sell	8,858 -323	-4%	-$34.9K	0.08%	225
2023 Q1	$1.01M	Sell	9,181 -1,079	-11%	-$118K	0.08%	211
2022 Q4	$1.08B	Sell	10,260 -4,655	-31%	-$491M	0.09%	186
2022 Q3	$1.53M	Sell	14,915 -49,815	-77%	-$5.1M	0.15%	126
2022 Q2	$7.16M	Buy	64,730 +37,175	+135%	+$4.11M	0.72%	32
2022 Q1	$3.33M	Buy	27,555 +1,315	+5%	+$159K	0.28%	80
2021 Q4	$3.44M	Buy	26,240 +3,493	+15%	+$458K	0.29%	69
2021 Q3	$3.03M	Buy	22,747 +2,683	+13%	+$358K	0.33%	63
2021 Q2	$2.58M	Sell	20,064 -310	-2%	-$39.9K	0.36%	57
2021 Q1	$2.65M	Buy	20,374 +7,282	+56%	+$949K	0.34%	65
2020 Q4	$1.8M	Buy	13,092 +2,147	+20%	+$295K	0.26%	89
2020 Q3	$1.47M	Buy	10,945 +596	+6%	+$80.2K	0.22%	107
2020 Q2	$1.39M	Buy	10,349 +476	+5%	+$64K	0.24%	105
2020 Q1	$1.21M	Buy	9,873 +2,125	+27%	+$259K	0.24%	100
2019 Q4	$993K	Sell	7,748 -2,218	-22%	-$284K	0.17%	137
2019 Q3	$1.27M	Buy	9,966 +1,511	+18%	+$193K	0.24%	103
2019 Q2	$1.05M	Buy	8,455 +669	+9%	+$83.2K	0.2%	125
2019 Q1	$922K	Buy	7,786 +572	+8%	+$67.7K	0.19%	135
2018 Q4	$814K	Buy	7,214 +104	+1%	+$11.7K	0.2%	131
2018 Q3	$817K	Buy	7,110 +531	+8%	+$61K	0.18%	136
2018 Q2	$754K	Buy	6,579 +2,565	+64%	+$294K	0.18%	148
2018 Q1	$471K	Buy	4,014 +91	+2%	+$10.7K	0.16%	172
2017 Q4	$477K	Buy	3,923 +2,254	+135%	+$274K	0.16%	174
2017 Q3	$202K	Buy	+1,669	New	+$202K	0.08%	255