BA
Bellwether Advisors’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 | $166K | Hold |
1,512
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $164K | Hold |
1,512
| – | – | 0.03% | 138 |
|
|
2024
Q4 | $162K | Buy |
+1,512
| New | +$162K | 0.03% | 149 |
|
|
2023
Q3 | – | Sell |
-2,005
| Closed | -$217K | – | 116 |
|
|
2023
Q2 | $217K | Sell |
2,005
-34
| -2% | -$3.68K | 0.06% | 85 |
|
|
2023
Q1 | $223K | Sell |
2,039
-365
| -15% | -$40K | 0.06% | 120 |
|
|
2022
Q4 | $253K | Sell |
2,404
-971
| -29% | -$102K | 0.07% | 112 |
|
|
2022
Q3 | $345K | Hold |
3,375
| – | – | 0.11% | 84 |
|
|
2022
Q2 | $371K | Sell |
3,375
-198
| -6% | -$21.8K | 0.12% | 91 |
|
|
2022
Q1 | $432K | Sell |
3,573
-109
| -3% | -$13.2K | 0.13% | 115 |
|
|
2021
Q4 | $487K | Sell |
3,682
-12,560
| -77% | -$1.66M | 0.15% | 93 |
|
|
2021
Q3 | $2.16M | Hold |
16,242
| – | – | 0.72% | 32 |
|
|
2021
Q2 | $2.18M | Sell |
16,242
-26
| -0.2% | -$3.49K | 0.75% | 34 |
|
|
2021
Q1 | $2.12M | Buy |
16,268
+9
| +0.1% | +$1.17K | 0.84% | 33 |
|
|
2020
Q4 | $2.25M | Buy |
+16,259
| New | +$2.25M | 0.99% | 29 |
|