CFAM
Center For Asset Management’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 | $1.51M | Buy |
14,145
+3,579
| +34% | +$383K | 0.93% | 29 |
|
|
2025
Q1 | $1.15M | Sell |
10,566
-3,831
| -27% | -$416K | 0.7% | 37 |
|
|
2024
Q4 | $1.54M | Sell |
14,397
-13,838
| -49% | -$1.48M | 1% | 27 |
|
|
2024
Q3 | $3.19M | Buy |
28,235
+673
| +2% | +$76K | 1.91% | 13 |
|
|
2024
Q2 | $2.95M | Buy |
27,562
+3,604
| +15% | +$386K | 1.95% | 14 |
|
|
2024
Q1 | $2.61M | Sell |
23,958
-7,059
| -23% | -$769K | 2.14% | 10 |
|
|
2023
Q4 | $3.43M | Buy |
31,017
+760
| +3% | +$84.1K | 3.13% | 9 |
|
|
2023
Q3 | $3.09M | Sell |
30,257
-4,507
| -13% | -$460K | 3.08% | 9 |
|
|
2023
Q2 | $3.76M | Sell |
34,764
-1,258
| -3% | -$136K | 3.55% | 8 |
|
|
2023
Q1 | $3.95M | Buy |
36,022
+1,287
| +4% | +$141K | 3.86% | 7 |
|
|
2022
Q4 | $3.66M | Buy |
34,735
+769
| +2% | +$81.1K | 3.41% | 8 |
|
|
2022
Q3 | $3.48M | Sell |
33,966
-7,409
| -18% | -$759K | 3.46% | 7 |
|
|
2022
Q2 | $4.55M | Buy |
41,375
+2,753
| +7% | +$303K | 4.22% | 7 |
|
|
2022
Q1 | $4.67M | Sell |
38,622
-17,668
| -31% | -$2.14M | 3.61% | 7 |
|
|
2021
Q4 | $7.46M | Buy |
56,290
+3,735
| +7% | +$495K | 5.52% | 3 |
|
|
2021
Q3 | $6.99M | Buy |
52,555
+2,270
| +5% | +$302K | 5.88% | 2 |
|
|
2021
Q2 | $6.76M | Buy |
50,285
+12,045
| +31% | +$1.62M | 5.83% | 2 |
|
|
2021
Q1 | $4.97M | Sell |
38,240
-4,298
| -10% | -$559K | 4.77% | 5 |
|
|
2020
Q4 | $5.88M | Buy |
+42,538
| New | +$5.88M | 5.86% | 3 |
|