BHK Investment Advisors’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 | $279K | Sell |
2,545
-80
| -3% | -$8.77K | 0.11% | 58 |
|
|
2025
Q1 | $285K | Buy |
2,625
+19
| +0.7% | +$2.07K | 0.12% | 55 |
|
|
2024
Q4 | $278K | Buy |
2,606
+37
| +1% | +$3.95K | 0.1% | 57 |
|
|
2024
Q3 | $290K | Buy |
2,569
+181
| +8% | +$20.4K | 0.11% | 60 |
|
|
2024
Q2 | $256K | Buy |
2,388
+27
| +1% | +$2.89K | 0.1% | 58 |
|
|
2024
Q1 | $254K | Buy |
2,361
+17
| +0.7% | +$1.83K | 0.1% | 57 |
|
|
2023
Q4 | $259K | Sell |
2,344
-64
| -3% | -$7.08K | 0.15% | 49 |
|
|
2023
Q3 | $246K | Buy |
2,408
+42
| +2% | +$4.29K | 0.11% | 52 |
|
|
2023
Q2 | $256K | Buy |
2,366
+15
| +0.6% | +$1.62K | 0.11% | 57 |
|
|
2023
Q1 | $258K | Buy |
2,351
+16
| +0.7% | +$1.75K | 0.11% | 58 |
|
|
2022
Q4 | $246K | Buy |
2,335
+29
| +1% | +$3.06K | 0.14% | 53 |
|
|
2022
Q3 | $236K | Buy |
2,306
+18
| +0.8% | +$1.84K | 0.12% | 61 |
|
|
2022
Q2 | $252K | Buy |
2,288
+16
| +0.7% | +$1.76K | 0.11% | 61 |
|
|
2022
Q1 | $275K | Buy |
2,272
+9
| +0.4% | +$1.09K | 0.12% | 60 |
|
|
2021
Q4 | $300K | Buy |
2,263
+23
| +1% | +$3.05K | 0.12% | 59 |
|
|
2021
Q3 | $298K | Buy |
2,240
+12
| +0.5% | +$1.6K | 0.12% | 60 |
|
|
2021
Q2 | $299K | Buy |
+2,228
| New | +$299K | 0.12% | 58 |
|
|
2018
Q3 | – | Sell |
-2,564
| Closed | -$294K | – | 83 |
|
|
2018
Q2 | $294K | Hold |
2,564
| – | – | 0.2% | 51 |
|
|
2018
Q1 | $301K | Buy |
+2,564
| New | +$301K | 0.22% | 46 |
|