Avantax Planning Partners’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 | $400K | Sell |
3,645
-310
| -8% | -$34K | 0.01% | 300 |
|
|
2025
Q1 | $430K | Sell |
3,955
-1,238
| -24% | -$135K | 0.02% | 282 |
|
|
2024
Q4 | $555K | Sell |
5,193
-457
| -8% | -$48.8K | 0.02% | 242 |
|
|
2024
Q3 | $638K | Sell |
5,650
-22
| -0.4% | -$2.49K | 0.02% | 221 |
|
|
2024
Q2 | $608K | Buy |
5,672
+5
| +0.1% | +$536 | 0.02% | 262 |
|
|
2024
Q1 | $617K | Sell |
5,667
-136
| -2% | -$14.8K | 0.02% | 264 |
|
|
2023
Q4 | $642K | Sell |
5,803
-272
| -4% | -$30.1K | 0.02% | 214 |
|
|
2023
Q3 | $620K | Sell |
6,075
-1,180
| -16% | -$120K | 0.03% | 206 |
|
|
2023
Q2 | $785K | Sell |
7,255
-503
| -6% | -$54.4K | 0.03% | 189 |
|
|
2023
Q1 | $850K | Sell |
7,758
-176
| -2% | -$19.3K | 0.03% | 187 |
|
|
2022
Q4 | $836K | Sell |
7,934
-2,164
| -21% | -$228K | 0.03% | 186 |
|
|
2022
Q3 | $1.04M | Buy |
10,098
+892
| +10% | +$91.4K | 0.05% | 145 |
|
|
2022
Q2 | $1.01M | Sell |
9,206
-89
| -1% | -$9.79K | 0.04% | 152 |
|
|
2022
Q1 | $1.12M | Sell |
9,295
-198
| -2% | -$23.9K | 0.04% | 150 |
|
|
2021
Q4 | $1.26M | Sell |
9,493
-31
| -0.3% | -$4.11K | 0.05% | 140 |
|
|
2021
Q3 | $1.27M | Sell |
9,524
-289
| -3% | -$38.4K | 0.06% | 118 |
|
|
2021
Q2 | $1.32M | Sell |
9,813
-22
| -0.2% | -$2.96K | 0.06% | 114 |
|
|
2021
Q1 | $1.28M | Sell |
9,835
-735
| -7% | -$95.6K | 0.07% | 117 |
|
|
2020
Q4 | $1.46M | Buy |
10,570
+280
| +3% | +$38.7K | 0.08% | 101 |
|
|
2020
Q3 | $1.39M | Buy |
10,290
+1,218
| +13% | +$164K | 0.07% | 104 |
|
|
2020
Q2 | $1.22M | Buy |
9,072
+4
| +0% | +$538 | 0.07% | 113 |
|
|
2020
Q1 | $1.12M | Buy |
9,068
+2
| +0% | +$247 | 0.08% | 101 |
|
|
2019
Q4 | $1.16M | Sell |
9,066
-4,526
| -33% | -$579K | 0.07% | 103 |
|
|
2019
Q3 | $1.73M | Buy |
13,592
+594
| +5% | +$75.7K | 0.11% | 75 |
|
|
2019
Q2 | $1.61M | Buy |
12,998
+89
| +0.7% | +$11K | 0.1% | 78 |
|
|
2019
Q1 | $1.54M | Buy |
12,909
+1,899
| +17% | +$226K | 0.11% | 79 |
|
|
2018
Q4 | $1.24M | Sell |
11,010
-7,912
| -42% | -$893K | 0.09% | 84 |
|
|
2018
Q3 | $2.18M | Sell |
18,922
-18,200
| -49% | -$2.09M | 0.17% | 45 |
|
|
2018
Q2 | $4.25M | Sell |
37,122
-5,784
| -13% | -$663K | 0.38% | 18 |
|
|
2018
Q1 | $5.04M | Buy |
42,906
+318
| +0.7% | +$37.3K | 0.43% | 14 |
|
|
2017
Q4 | $5.18M | Sell |
42,588
-19,060
| -31% | -$2.32M | 0.47% | 13 |
|
|
2017
Q3 | $7.47M | Sell |
61,648
-2,099
| -3% | -$254K | 0.59% | 13 |
|
|
2017
Q2 | $7.68M | Sell |
63,747
-5,678
| -8% | -$684K | 0.65% | 13 |
|
|
2017
Q1 | $8.19M | Sell |
69,425
-513
| -0.7% | -$60.5K | 0.73% | 13 |
|
|
2016
Q4 | $8.2M | Buy |
+69,938
| New | +$8.2M | 0.87% | 9 |
|