CIA
Capital Investment 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 | $5.67M | Buy |
51,710
+125
| +0.2% | +$13.7K | 0.1% | 132 |
|
|
2025
Q1 | $5.61M | Buy |
51,585
+393
| +0.8% | +$42.7K | 0.11% | 134 |
|
|
2024
Q4 | $5.47M | Buy |
51,192
+59
| +0.1% | +$6.3K | 0.11% | 135 |
|
|
2024
Q3 | $5.78M | Buy |
51,133
+907
| +2% | +$102K | 0.12% | 133 |
|
|
2024
Q2 | $5.38M | Buy |
50,226
+1,786
| +4% | +$191K | 0.12% | 132 |
|
|
2024
Q1 | $5.28M | Sell |
48,440
-7,451
| -13% | -$812K | 0.12% | 130 |
|
|
2023
Q4 | $6.18M | Buy |
55,891
+9,473
| +20% | +$1.05M | 0.16% | 118 |
|
|
2023
Q3 | $4.74M | Sell |
46,418
-4,375
| -9% | -$446K | 0.13% | 128 |
|
|
2023
Q2 | $5.49M | Buy |
50,793
+3,814
| +8% | +$412K | 0.17% | 103 |
|
|
2023
Q1 | $5.15M | Sell |
46,979
-273
| -0.6% | -$29.9K | 0.15% | 114 |
|
|
2022
Q4 | $4.98M | Sell |
47,252
-2,069
| -4% | -$218K | 0.15% | 121 |
|
|
2022
Q3 | $5.05M | Sell |
49,321
-3,211
| -6% | -$329K | 0.17% | 112 |
|
|
2022
Q2 | $5.78M | Sell |
52,532
-2,662
| -5% | -$293K | 0.19% | 103 |
|
|
2022
Q1 | $6.68M | Sell |
55,194
-1,723
| -3% | -$208K | 0.2% | 106 |
|
|
2021
Q4 | $7.54M | Buy |
56,917
+840
| +1% | +$111K | 0.23% | 91 |
|
|
2021
Q3 | $7.46M | Sell |
56,077
-1,542
| -3% | -$205K | 0.25% | 83 |
|
|
2021
Q2 | $7.74M | Sell |
57,619
-6,793
| -11% | -$913K | 0.27% | 81 |
|
|
2021
Q1 | $8.38M | Sell |
64,412
-2,759
| -4% | -$359K | 0.32% | 73 |
|
|
2020
Q4 | $9.28M | Sell |
67,171
-2,028
| -3% | -$280K | 0.39% | 57 |
|
|
2020
Q3 | $9.32M | Buy |
69,199
+5,858
| +9% | +$789K | 0.45% | 53 |
|
|
2020
Q2 | $8.52M | Buy |
63,341
+10,297
| +19% | +$1.38M | 0.44% | 51 |
|
|
2020
Q1 | $6.55M | Sell |
53,044
-2,377
| -4% | -$294K | 0.42% | 54 |
|
|
2019
Q4 | $7.09M | Sell |
55,421
-197
| -0.4% | -$25.2K | 0.34% | 76 |
|
|
2019
Q3 | $7.09M | Sell |
55,618
-26,224
| -32% | -$3.34M | 0.37% | 70 |
|
|
2019
Q2 | $10.2M | Sell |
81,842
-2,375
| -3% | -$295K | 0.56% | 44 |
|
|
2019
Q1 | $10M | Sell |
84,217
-7,376
| -8% | -$878K | 0.58% | 39 |
|
|
2018
Q4 | $10.3M | Sell |
91,593
-16,375
| -15% | -$1.85M | 0.69% | 36 |
|
|
2018
Q3 | $12.4M | Sell |
107,968
-37,024
| -26% | -$4.26M | 0.73% | 34 |
|
|
2018
Q2 | $16.6M | Sell |
144,992
-9,699
| -6% | -$1.11M | 1.03% | 20 |
|
|
2018
Q1 | $18.2M | Sell |
154,691
-36,854
| -19% | -$4.33M | 1.18% | 17 |
|
|
2017
Q4 | $23.3M | Sell |
191,545
-31,060
| -14% | -$3.78M | 1.52% | 11 |
|
|
2017
Q3 | $27M | Buy |
222,605
+724
| +0.3% | +$87.8K | 1.85% | 10 |
|
|
2017
Q2 | $26.7M | Sell |
221,881
-6,194
| -3% | -$746K | 1.92% | 10 |
|
|
2017
Q1 | $26.9M | Sell |
228,075
-82,820
| -27% | -$9.77M | 2.04% | 9 |
|
|
2016
Q4 | $36.4M | Sell |
310,895
-64,717
| -17% | -$7.58M | 3.07% | 3 |
|
|
2016
Q3 | $46.3M | Sell |
375,612
-34,312
| -8% | -$4.23M | 4.07% | 2 |
|
|
2016
Q2 | $50.3M | Buy |
409,924
+94,760
| +30% | +$11.6M | 4.71% | 2 |
|
|
2016
Q1 | $37.4M | Buy |
315,164
+77,735
| +33% | +$9.24M | 3.69% | 3 |
|
|
2015
Q4 | $27.1M | Buy |
237,429
+69,823
| +42% | +$7.96M | 2.79% | 6 |
|
|
2015
Q3 | $19.5M | Buy |
167,606
+41,160
| +33% | +$4.78M | 2.18% | 7 |
|
|
2015
Q2 | $14.6M | Buy |
126,446
+25,868
| +26% | +$2.99M | 1.57% | 10 |
|
|
2015
Q1 | $12.2M | Buy |
100,578
+34,285
| +52% | +$4.17M | 1.3% | 14 |
|
|
2014
Q4 | $7.92M | Sell |
66,293
-1,448
| -2% | -$173K | 0.88% | 24 |
|
|
2014
Q3 | $8.01M | Buy |
67,741
+2,556
| +4% | +$302K | 0.92% | 25 |
|
|
2014
Q2 | $7.77M | Sell |
65,185
-1,916
| -3% | -$229K | 0.89% | 27 |
|
|
2014
Q1 | $7.85M | Sell |
67,101
-2,763
| -4% | -$323K | 0.99% | 20 |
|
|
2013
Q4 | $7.98M | Buy |
+69,864
| New | +$7.98M | 1.06% | 17 |
|