CA
Cresta 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 | $12.3M | Sell |
112,175
-10,373
| -8% | -$1.14M | 5.99% | 6 |
|
|
2025
Q1 | $13.3M | Sell |
122,548
-9,663
| -7% | -$1.05M | 6.9% | 6 |
|
|
2024
Q4 | $14.9M | Hold |
132,211
| – | – | 7.81% | 4 |
|
|
2024
Q3 | $14.9M | Buy |
132,211
+2,910
| +2% | +$329K | 7.81% | 4 |
|
|
2024
Q2 | $13.9M | Buy |
129,301
+90
| +0.1% | +$9.64K | 8.21% | 3 |
|
|
2024
Q1 | $14.1M | Buy |
129,211
+1,575
| +1% | +$172K | 8.93% | 3 |
|
|
2023
Q4 | $14.1M | Buy |
127,636
+6,449
| +5% | +$714K | 9.42% | 3 |
|
|
2023
Q3 | $12.4M | Sell |
121,187
-28,479
| -19% | -$2.91M | 9.57% | 3 |
|
|
2023
Q2 | $16.2M | Sell |
149,666
-151,094
| -50% | -$16.3M | 12.58% | 1 |
|
|
2023
Q1 | $33M | Sell |
300,760
-34,965
| -10% | -$3.83M | 25.65% | 1 |
|
|
2022
Q4 | $35.4M | Buy |
+335,725
| New | +$35.4M | 30.88% | 1 |
|