Arkadios Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
4,381
-219
| -5% | -$24K | 0.01% | 842 |
|
|
2025
Q1 | $500K | Buy |
4,600
+2,007
| +77% | +$218K | 0.02% | 704 |
|
|
2024
Q4 | $277K | Sell |
2,593
-1,116
| -30% | -$119K | 0.02% | 746 |
|
|
2024
Q3 | $419K | Buy |
3,709
+392
| +12% | +$44.3K | 0.02% | 603 |
|
|
2024
Q2 | $355K | Buy |
+3,317
| New | +$355K | 0.02% | 583 |
|
|
2022
Q2 | – | Sell |
-1,902
| Closed | -$230K | – | 579 |
|
|
2022
Q1 | $230K | Sell |
1,902
-2,179
| -53% | -$263K | 0.03% | 492 |
|
|
2021
Q4 | $541K | Sell |
4,081
-2,158
| -35% | -$286K | 0.07% | 304 |
|
|
2021
Q3 | $830K | Buy |
6,239
+4,273
| +217% | +$568K | 0.12% | 193 |
|
|
2021
Q2 | $264K | Buy |
1,966
+380
| +24% | +$51K | 0.03% | 473 |
|
|
2021
Q1 | $206K | Sell |
1,586
-232
| -13% | -$30.1K | 0.03% | 411 |
|
|
2020
Q4 | $251K | Buy |
1,818
+237
| +15% | +$32.7K | 0.05% | 287 |
|
|
2020
Q3 | $214K | Sell |
1,581
-366
| -19% | -$49.6K | 0.11% | 164 |
|
|
2020
Q2 | $265K | Buy |
1,947
+1,745
| +864% | +$238K | 0.15% | 136 |
|
|
2020
Q1 | $24.9K | Sell |
202
-17
| -8% | -$2.1K | 0.02% | 443 |
|
|
2019
Q4 | $28.6K | Buy |
+219
| New | +$28.6K | 0.02% | 394 |
|