Creative Planning’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
Q3 | $54.3M | Buy |
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|
2025
Q2 | $51.5M | Sell |
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2025
Q1 | $51.1M | Buy |
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|
2024
Q4 | $50.1M | Buy |
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|
2024
Q3 | $49.5M | Buy |
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|
2024
Q2 | $46.2M | Buy |
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|
2024
Q1 | $45.3M | Buy |
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|
2023
Q4 | $45.1M | Sell |
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|
2023
Q3 | $73.6M | Buy |
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|
2023
Q2 | $39.5M | Buy |
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|
2023
Q1 | $38.6M | Buy |
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|
2022
Q4 | $36.5M | Sell |
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|
2022
Q3 | $37M | Buy |
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|
2022
Q2 | $29.7M | Buy |
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|
2022
Q1 | $23M | Buy |
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|
2021
Q4 | $9.73M | Sell |
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|
2021
Q3 | $9.84M | Buy |
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|
2021
Q2 | $9.46M | Sell |
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|
2021
Q1 | $9.61M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $9.41M | Sell |
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|
2020
Q2 | $9.78M | Buy |
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|
2020
Q1 | $7.98M | Sell |
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|
2019
Q4 | $9.09M | Buy |
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|
2019
Q3 | $7.23M | Sell |
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|
2019
Q2 | $8.05M | Buy |
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|
2019
Q1 | $7.63M | Sell |
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|
2018
Q4 | $7.92M | Sell |
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|
2018
Q3 | $8.25M | Sell |
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|
2018
Q2 | $11.9M | Sell |
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|
2018
Q1 | $12.4M | Sell |
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|
2017
Q4 | $13.7M | Sell |
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|
2017
Q3 | $15.6M | Sell |
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|
2017
Q2 | $16.7M | Buy |
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|
2017
Q1 | $14.9M | Sell |
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|
2016
Q4 | $16.9M | Sell |
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|
2016
Q3 | $23.2M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $868K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $937K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $755K | Buy |
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|
2014
Q1 | $460K | Sell |
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|
2013
Q4 | $475K | Sell |
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|
2013
Q3 | $924K | Buy |
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|
2013
Q2 | $878K | Buy |
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