Cambridge 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 | $1.69M | Buy |
15,410
+4,700
| +44% | +$515K | 0.35% | 45 |
|
|
2025
Q1 | $1.16M | Hold |
10,710
| – | – | 0.26% | 66 |
|
|
2024
Q4 | $1.14M | Hold |
10,710
| – | – | 0.26% | 64 |
|
|
2024
Q3 | $1.21M | Hold |
10,710
| – | – | 0.26% | 62 |
|
|
2024
Q2 | $1.15M | Hold |
10,710
| – | – | 0.27% | 62 |
|
|
2024
Q1 | $1.17M | Sell |
10,710
-100
| -0.9% | -$10.9K | 0.28% | 60 |
|
|
2023
Q4 | $1.2M | Sell |
10,810
-500
| -4% | -$55.3K | 0.3% | 55 |
|
|
2023
Q3 | $1.15M | Sell |
11,310
-490
| -4% | -$50K | 0.31% | 53 |
|
|
2023
Q2 | $1.28M | Sell |
11,800
-276
| -2% | -$29.8K | 0.33% | 49 |
|
|
2023
Q1 | $1.32M | Sell |
12,076
-10
| -0.1% | -$1.1K | 0.34% | 49 |
|
|
2022
Q4 | $1.27M | Sell |
12,086
-1,380
| -10% | -$145K | 0.34% | 46 |
|
|
2022
Q3 | $1.38M | Sell |
13,466
-250
| -2% | -$25.6K | 0.4% | 40 |
|
|
2022
Q2 | $1.51M | Buy |
13,716
+50
| +0.4% | +$5.5K | 0.41% | 35 |
|
|
2022
Q1 | $1.65M | Sell |
13,666
-139
| -1% | -$16.8K | 0.39% | 37 |
|
|
2021
Q4 | $1.83M | Sell |
13,805
-376
| -3% | -$49.8K | 0.41% | 33 |
|
|
2021
Q3 | $1.89M | Sell |
14,181
-100
| -0.7% | -$13.3K | 0.46% | 30 |
|
|
2021
Q2 | $1.92M | Hold |
14,281
| – | – | 0.46% | 35 |
|
|
2021
Q1 | $1.86M | Sell |
14,281
-735
| -5% | -$95.6K | 0.47% | 34 |
|
|
2020
Q4 | $2.07M | Sell |
15,016
-9
| -0.1% | -$1.24K | 0.56% | 29 |
|
|
2020
Q3 | $2.02M | Buy |
15,025
+1
| +0% | +$135 | 0.6% | 27 |
|
|
2020
Q2 | $2.02M | Sell |
15,024
-124
| -0.8% | -$16.7K | 0.63% | 27 |
|
|
2020
Q1 | $1.87M | Buy |
15,148
+276
| +2% | +$34.1K | 0.68% | 23 |
|
|
2019
Q4 | $1.9M | Sell |
14,872
-533
| -3% | -$68.2K | 0.58% | 26 |
|
|
2019
Q3 | $1.96M | Hold |
15,405
| – | – | 0.65% | 22 |
|
|
2019
Q2 | $1.92M | Sell |
15,405
-9
| -0.1% | -$1.12K | 0.63% | 25 |
|
|
2019
Q1 | $1.84M | Hold |
15,414
| – | – | 0.62% | 25 |
|
|
2018
Q4 | $1.74M | Hold |
15,414
| – | – | 0.65% | 25 |
|
|
2018
Q3 | $1.77M | Sell |
15,414
-536
| -3% | -$61.6K | 0.6% | 29 |
|
|
2018
Q2 | $1.83M | Hold |
15,950
| – | – | 0.65% | 28 |
|
|
2018
Q1 | $1.87M | Sell |
15,950
-167
| -1% | -$19.6K | 0.67% | 27 |
|
|
2017
Q4 | $1.96M | Hold |
16,117
| – | – | 0.71% | 26 |
|
|
2017
Q3 | $1.95M | Sell |
16,117
-200
| -1% | -$24.2K | 0.75% | 24 |
|
|
2017
Q2 | $1.97M | Hold |
16,317
| – | – | 0.79% | 21 |
|
|
2017
Q1 | $1.92M | Sell |
16,317
-1,393
| -8% | -$164K | 0.79% | 25 |
|
|
2016
Q4 | $2.08M | Buy |
17,710
+9
| +0.1% | +$1.05K | 0.92% | 23 |
|
|
2016
Q3 | $2.18M | Sell |
17,701
-93
| -0.5% | -$11.5K | 0.96% | 22 |
|
|
2016
Q2 | $2.18M | Sell |
17,794
-759
| -4% | -$93.2K | 1% | 20 |
|
|
2016
Q1 | $2.2M | Sell |
18,553
-862
| -4% | -$102K | 1.02% | 21 |
|
|
2015
Q4 | $2.21M | Buy |
19,415
+7
| +0% | +$798 | 1.25% | 19 |
|
|
2015
Q3 | $2.25M | Buy |
19,408
+247
| +1% | +$28.7K | 1.33% | 17 |
|
|
2015
Q2 | $2.22M | Buy |
19,161
+877
| +5% | +$101K | 1.25% | 18 |
|
|
2015
Q1 | $2.03M | Buy |
18,284
+446
| +3% | +$49.4K | 1.18% | 23 |
|
|
2014
Q4 | $2.13M | Buy |
+17,838
| New | +$2.13M | 1.3% | 21 |
|