Avantax Advisory Services’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
Q2 | $10M | Sell |
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2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $8.34M | Sell |
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|
2024
Q3 | $9.15M | Buy |
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|
2024
Q2 | $8.08M | Sell |
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|
2024
Q1 | $9.83M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $13.5M | Sell |
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2023
Q2 | $14.4M | Sell |
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|
2023
Q1 | $16.5M | Sell |
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|
2022
Q4 | $17.1M | Sell |
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|
2022
Q3 | $18.4M | Buy |
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|
2022
Q2 | $15.7M | Sell |
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|
2022
Q1 | $23.6M | Sell |
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|
2021
Q4 | $86M | Buy |
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|
2021
Q3 | $86M | Sell |
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|
2021
Q2 | $89.3M | Buy |
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|
2021
Q1 | $86.1M | Buy |
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|
2020
Q4 | $89M | Sell |
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|
2020
Q3 | $110M | Buy |
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|
2020
Q2 | $82.7M | Sell |
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|
2020
Q1 | $84.6M | Sell |
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|
2019
Q4 | $88.5M | Buy |
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|
2019
Q3 | $78.6M | Buy |
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|
2019
Q2 | $70.8M | Buy |
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|
2019
Q1 | $62.9M | Buy |
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|
2018
Q4 | $550K | Buy |
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