B
Bellecapital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
9,173
| – | – | 0.18% | 58 |
|
|
2025
Q1 | $997K | Hold |
9,173
| – | – | 0.2% | 60 |
|
|
2024
Q4 | $980K | Hold |
9,173
| – | – | 0.17% | 62 |
|
|
2024
Q3 | $1.04M | Hold |
9,173
| – | – | 0.21% | 68 |
|
|
2024
Q2 | $983K | Hold |
9,173
| – | – | 0.21% | 68 |
|
|
2024
Q1 | $999K | Hold |
9,173
| – | – | 0.22% | 71 |
|
|
2023
Q4 | $1.02M | Sell |
9,173
-1,995
| -18% | -$221K | 0.23% | 66 |
|
|
2023
Q3 | $1.14M | Hold |
11,168
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $1.21M | Buy |
11,168
+157
| +1% | +$17K | 0.29% | 62 |
|
|
2023
Q1 | $1.21M | Hold |
11,011
| – | – | 0.3% | 66 |
|
|
2022
Q4 | $1.16M | Hold |
11,011
| – | – | 0.33% | 62 |
|
|
2022
Q3 | $1.13M | Hold |
11,011
| – | – | 0.34% | 57 |
|
|
2022
Q2 | $1.21M | Sell |
11,011
-2,329
| -17% | -$256K | 0.34% | 58 |
|
|
2022
Q1 | $1.61M | Buy |
13,340
+1,747
| +15% | +$211K | 0.51% | 42 |
|
|
2021
Q4 | $1.54M | Sell |
11,593
-12
| -0.1% | -$1.59K | 0.44% | 48 |
|
|
2021
Q3 | $1.54M | Hold |
11,605
| – | – | 0.47% | 47 |
|
|
2021
Q2 | $1.56M | Sell |
11,605
-2,792
| -19% | -$375K | 0.47% | 47 |
|
|
2021
Q1 | $1.87M | Sell |
14,397
-1,263
| -8% | -$164K | 0.58% | 39 |
|
|
2020
Q4 | $2.16M | Sell |
15,660
-262
| -2% | -$36.2K | 0.72% | 39 |
|
|
2020
Q3 | $2.15M | Buy |
15,922
+2,631
| +20% | +$354K | 0.98% | 29 |
|
|
2020
Q2 | $1.79M | Buy |
13,291
+2,797
| +27% | +$376K | 0.84% | 30 |
|
|
2020
Q1 | $1.3M | Buy |
+10,494
| New | +$1.3M | 0.83% | 28 |
|