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

B. Riley Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Sell	17,048 -941	-5%	-$103K	0.1%	192
2026 Q1	$1.95M	Buy	17,989 +11,618	+182%	+$1.28M	0.13%	167
2025 Q4	$702K	Sell	6,371 -2,179	-25%	-$242K	0.03%	427
2025 Q3	$953K	Buy	8,550 +3,117	+57%	+$343K	0.05%	352
2025 Q2	$595K	Buy	+5,433	New	+$583K	0.03%	473
2024 Q4	$1.02M	Buy	9,535 +1,231	+15%	+$135K	0.03%	443
2024 Q3	$936K	Sell	8,304 -3,041	-27%	-$336K	0.03%	518
2024 Q2	$1.22M	Sell	11,345 -28,192	-71%	-$3.01M	0.03%	478
2024 Q1	$4.03M	Sell	39,537 -729	-2%	-$79.2K	0.11%	186
2023 Q4	$4.46M	Buy	40,266 +729	+2%	+$75.9K	0.12%	184
2023 Q3	$4.03M	Buy	39,537 +23,080	+140%	+$2.43M	0.11%	186
2023 Q2	$1.78M	Buy	16,457 +1,956	+13%	+$212K	0.04%	402
2023 Q1	$1.59M	Sell	14,501 -1,378	-9%	-$149K	0.04%	412
2022 Q4	$1.67M	Sell	15,879 -8,209	-34%	-$859K	0.05%	383
2022 Q3	$2.47M	Buy	24,088 +2,365	+11%	+$261K	0.07%	262
2022 Q2	$2.39M	Sell	21,723 -3,874	-15%	-$437K	0.1%	208
2022 Q1	$3.1M	Sell	25,597 -2,612	-9%	-$326K	0.1%	211
2021 Q4	$3.74M	Sell	28,209 -311	-1%	-$41.3K	0.11%	200
2021 Q3	$3.79M	Sell	28,520 -5,075	-15%	-$686K	0.12%	187
2021 Q2	$4.51M	Sell	33,595 -31,592	-48%	-$4.16M	0.15%	164
2021 Q1	$8.48M	Sell	65,187 -23,693	-27%	-$3.15M	0.3%	69
2020 Q4	$12.3M	Sell	88,880 -10,328	-10%	-$1.41M	0.66%	25
2020 Q3	$13.4M	Buy	99,208 +14,457	+17%	+$1.97M	0.71%	26
2020 Q2	$11.4M	Buy	84,751 +59,821	+240%	+$7.78M	0.76%	18
2020 Q1	$3.08M	Buy	24,930 +5,589	+29%	+$712K	0.26%	89
2019 Q4	$2.48M	Buy	19,341 +165	+0.9%	+$21K	0.21%	107
2019 Q3	$2.44M	Buy	19,176 +37	+0.2%	+$4.66K	0.24%	91
2019 Q2	$2.38M	Sell	19,139 -269	-1%	-$32.3K	0.26%	86
2019 Q1	$2.31M	Sell	19,408 -1,949	-9%	-$226K	0.29%	80
2018 Q4	$2.41M	Buy	21,357 +1,815	+9%	+$204K	0.34%	61
2018 Q3	$2.25M	Buy	19,542 +1,451	+8%	+$167K	0.27%	81
2018 Q2	$2.07M	Sell	18,091 -2,277	-11%	-$262K	0.27%	86
2018 Q1	$2.39M	Sell	20,368 -1,266	-6%	-$150K	0.33%	74
2017 Q4	$2.63M	Buy	21,634 +753	+4%	+$91.1K	0.36%	73
2017 Q3	$2.53M	Buy	20,881 +4,982	+31%	+$602K	0.42%	56
2017 Q2	$1.92M	Sell	15,899 -1,383	-8%	-$165K	0.35%	75
2017 Q1	$2.04M	Buy	17,282 +1,462	+9%	+$172K	0.41%	60
2016 Q4	$1.85M	Buy	15,820 +1,655	+12%	+$197K	0.38%	67
2016 Q3	$1.28M	Buy	14,165 +1,715	+14%	+$211K	0.25%	101
2016 Q2	$1.06M	Buy	12,450 +572	+5%	+$68.6K	0.21%	126
2016 Q1	$934K	Sell	11,878 -1,156	-9%	-$133K	0.22%	114
2015 Q4	$1.49M	Buy	13,034 +6,841	+110%	+$791K	0.3%	84
2015 Q3	$719K	Sell	6,193 -2,825	-31%	-$327K	0.17%	159
2015 Q2	$1.04M	Sell	9,018 -148	-2%	-$17.5K	0.26%	98
2015 Q1	$1.12M	Sell	9,166 -2,786	-23%	-$338K	0.27%	96
2014 Q4	$7.48K	Buy	11,952 +5,442	+84%	+$648K	0.16%	146
2014 Q3	$770K	Sell	6,510 -6,613	-50%	-$786K	0.2%	136
2014 Q2	$778K	Buy	13,123 +5,556	+73%	+$657K	0.18%	121
2014 Q1	$885K	Buy	7,567 +23	+0.3%	+$2.67K	0.27%	82
2013 Q4	$861K	Sell	7,544 -1,077	-12%	-$123K	0.28%	83
2013 Q3	$979K	Sell	8,621 -4,142	-32%	-$469K	0.33%	66
2013 Q2	$1.45M	Buy	+12,763	New	+$1.52M	0.49%	38