CBIZ Investment Advisory Services’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 | $921K | Hold |
8,402
| – | – | 0.04% | 23 |
|
|
2025
Q1 | $913K | Sell |
8,402
-142
| -2% | -$15.4K | 0.04% | 24 |
|
|
2024
Q4 | $913K | Buy |
+8,544
| New | +$913K | 0.05% | 24 |
|
|
2021
Q4 | – | Hold |
0
| – | -$402K | – | 65 |
|
|
2021
Q3 | – | Hold |
0
| – | -$397K | – | 31 |
|
|
2021
Q2 | – | Hold |
0
| – | -$384K | – | 33 |
|
|
2021
Q1 | – | Hold |
0
| – | -$331K | – | 28 |
|
|
2020
Q4 | – | Hold |
0
| – | -$302K | – | 24 |
|
|
2020
Q3 | – | Hold |
0
| – | -$302K | – | 26 |
|
|
2020
Q2 | – | Hold |
0
| – | -$363K | – | 29 |
|
|
2020
Q1 | – | Hold |
0
| – | -$415K | – | 23 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 30 |
|