CAPTRUST Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Sell |
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2025
Q1 | $9.42M | Sell |
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|
2024
Q4 | $9.67M | Buy |
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|
2024
Q3 | $8.34M | Buy |
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|
2024
Q2 | $7.69M | Sell |
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|
2024
Q1 | $8.15M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $50.7M | Buy |
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|
2023
Q2 | $9.8M | Sell |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $7.85M | Buy |
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|
2022
Q1 | $7.58M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.16M | Buy |
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|
2021
Q2 | $4.34M | Sell |
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|
2021
Q1 | $8.61M | Sell |
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|
2020
Q4 | $9.41M | Buy |
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|
2020
Q3 | $5.11M | Sell |
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|
2020
Q2 | $5.76M | Buy |
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|
2020
Q1 | $3.62M | Sell |
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|
2019
Q4 | $4.96M | Sell |
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|
2019
Q3 | $7.65M | Buy |
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|
2019
Q2 | $5.65M | Sell |
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|
2019
Q1 | $5.41M | Buy |
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|
2018
Q4 | $1.92M | Sell |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $66K | Sell |
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|
2017
Q4 | $99K | Buy |
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|
2017
Q3 | $83K | Sell |
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|
2017
Q2 | $131K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $128K | Sell |
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|
2016
Q3 | $169K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $3.74M | Buy |
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|
2015
Q3 | $252K | Buy |
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|
2015
Q2 | $247K | Buy |
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|
2015
Q1 | $225K | Sell |
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|
2014
Q4 | $288K | Buy |
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|
2014
Q3 | $232K | Sell |
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|
2014
Q2 | $6.36M | Buy |
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|
2014
Q1 | $4.56M | Buy |
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|
2013
Q4 | $2.49M | Buy |
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|
2013
Q3 | $846K | Sell |
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|
2013
Q2 | $1.25M | Buy |
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