BMM
Berkshire Money Management’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 | $322K | Buy |
2,942
+638
| +28% | +$69.9K | 0.03% | 77 |
|
|
2025
Q1 | $250K | Buy |
+2,304
| New | +$250K | 0.03% | 88 |
|
|
2024
Q2 | – | Sell |
-2,985
| Closed | -$325K | – | 60 |
|
|
2024
Q1 | $325K | Buy |
+2,985
| New | +$325K | 0.04% | 60 |
|
|
2023
Q3 | – | Sell |
-368,165
| Closed | -$39.8M | – | 41 |
|
|
2023
Q2 | $39.8M | Buy |
+368,165
| New | +$39.8M | 5.75% | 4 |
|
|
2021
Q1 | – | Sell |
-135,914
| Closed | -$18.8M | – | 33 |
|
|
2020
Q4 | $18.8M | Buy |
135,914
+51,318
| +61% | +$7.09M | 3.46% | 9 |
|
|
2020
Q3 | $11.4M | Buy |
+84,596
| New | +$11.4M | 2.37% | 10 |
|
|
2020
Q2 | – | Sell |
-1,219
| Closed | -$151K | – | 59 |
|
|
2020
Q1 | $151K | Buy |
+1,219
| New | +$151K | 0.04% | 40 |
|
|
2019
Q1 | – | Sell |
-2,690
| Closed | -$303K | – | 31 |
|
|
2018
Q4 | $303K | Sell |
2,690
-1,572
| -37% | -$177K | 0.08% | 25 |
|
|
2018
Q3 | $490K | Sell |
4,262
-397
| -9% | -$45.6K | 0.11% | 17 |
|
|
2018
Q2 | $537K | Sell |
4,659
-1,100
| -19% | -$127K | 0.13% | 19 |
|
|
2018
Q1 | $676K | Sell |
5,759
-112,974
| -95% | -$13.3M | 0.17% | 19 |
|
|
2017
Q4 | $14.4M | Sell |
118,733
-1,100
| -0.9% | -$134K | 3.61% | 8 |
|
|
2017
Q3 | $14.5M | Sell |
119,833
-3,138
| -3% | -$380K | 3.79% | 8 |
|
|
2017
Q2 | $14.8M | Sell |
122,971
-1,737
| -1% | -$209K | 4.18% | 8 |
|
|
2017
Q1 | $14.7M | Sell |
124,708
-3,141
| -2% | -$370K | 4.42% | 7 |
|
|
2016
Q4 | $15M | Buy |
127,849
+4,101
| +3% | +$481K | 4.44% | 8 |
|
|
2016
Q3 | $15.2M | Buy |
123,748
+7,415
| +6% | +$913K | 4.68% | 8 |
|
|
2016
Q2 | $14.3M | Buy |
116,333
+89,704
| +337% | +$11M | 4.91% | 8 |
|
|
2016
Q1 | $3.16M | Buy |
26,629
+1,167
| +5% | +$139K | 0.96% | 13 |
|
|
2015
Q4 | $2.9M | Sell |
25,462
-15,131
| -37% | -$1.73M | 0.88% | 13 |
|
|
2015
Q3 | $4.85M | Buy |
40,593
+888
| +2% | +$106K | 1.49% | 13 |
|
|
2015
Q2 | $4.6M | Sell |
39,705
-2,329
| -6% | -$270K | 1.35% | 13 |
|
|
2015
Q1 | $5.12M | Buy |
42,034
+3,152
| +8% | +$384K | 1.51% | 13 |
|
|
2014
Q4 | $4.64M | Buy |
+38,882
| New | +$4.64M | 1.39% | 13 |
|