Camarda Financial 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 | $281K | Buy |
2,568
+652
| +34% | +$71.5K | 0.11% | 94 |
|
|
2025
Q1 | $208K | Sell |
1,916
-6,952
| -78% | -$756K | 0.09% | 92 |
|
|
2024
Q4 | $948K | Buy |
8,868
+617
| +7% | +$65.9K | 0.36% | 65 |
|
|
2024
Q3 | $932K | Buy |
8,251
+361
| +5% | +$40.8K | 0.35% | 64 |
|
|
2024
Q2 | $845K | Sell |
7,890
-29
| -0.4% | -$3.11K | 0.33% | 59 |
|
|
2024
Q1 | $863K | Sell |
7,919
-471
| -6% | -$51.3K | 0.35% | 59 |
|
|
2023
Q4 | $928K | Buy |
+8,390
| New | +$928K | 0.4% | 57 |
|
|
2023
Q3 | – | Sell |
-23,161
| Closed | -$2.5M | – | 75 |
|
|
2023
Q2 | $2.5M | Sell |
23,161
-22,048
| -49% | -$2.38M | 1.25% | 17 |
|
|
2023
Q1 | $4.96M | Buy |
45,209
+14,210
| +46% | +$1.56M | 3.72% | 5 |
|
|
2022
Q4 | $3.27M | Buy |
+30,999
| New | +$3.27M | 3.3% | 5 |
|
|
2022
Q1 | – | Sell |
-3,965
| Closed | -$525K | – | 127 |
|
|
2021
Q4 | $525K | Buy |
+3,965
| New | +$525K | 0.3% | 57 |
|
|
2019
Q2 | – | Sell |
-3,423
| Closed | -$408K | – | 546 |
|
|
2019
Q1 | $408K | Buy |
+3,423
| New | +$408K | 0.78% | 25 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$35K | – | 220 |
|
|
2016
Q4 | $35K | Buy |
+300
| New | +$35K | 0.02% | 136 |
|
|
2013
Q3 | – | Sell |
-13
| Closed | -$1K | – | 168 |
|
|
2013
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 266 |
|