CFP
Curran Financial Partners’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 | $10.1M | Sell |
92,385
-53,210
| -37% | -$5.83M | 2.24% | 13 |
|
|
2025
Q1 | $15.8M | Buy |
145,595
+55,739
| +62% | +$6.06M | 3.88% | 5 |
|
|
2024
Q4 | $9.6M | Buy |
89,856
+27,223
| +43% | +$2.91M | 2.52% | 12 |
|
|
2024
Q3 | $7.08M | Buy |
62,633
+3,308
| +6% | +$374K | 2.01% | 12 |
|
|
2024
Q2 | $6.35M | Buy |
59,325
+2,758
| +5% | +$295K | 2.13% | 11 |
|
|
2024
Q1 | $6.16M | Buy |
56,567
+1,831
| +3% | +$199K | 2.14% | 11 |
|
|
2023
Q4 | $5.95M | Sell |
54,736
-33,511
| -38% | -$3.64M | 2.28% | 11 |
|
|
2023
Q3 | $9M | Buy |
88,247
+38,670
| +78% | +$3.95M | 3.93% | 5 |
|
|
2023
Q2 | $5.36M | Sell |
49,577
-18,840
| -28% | -$2.04M | 2.33% | 11 |
|
|
2023
Q1 | $7.5M | Sell |
68,417
-8,447
| -11% | -$926K | 3.56% | 7 |
|
|
2022
Q4 | $8.1M | Sell |
76,864
-67,551
| -47% | -$7.12M | 3.91% | 5 |
|
|
2022
Q3 | $14.8M | Sell |
144,415
-19,322
| -12% | -$1.98M | 7.5% | 1 |
|
|
2022
Q2 | $18M | Buy |
163,737
+60,526
| +59% | +$6.66M | 8.5% | 1 |
|
|
2022
Q1 | $12.5M | Sell |
103,211
-24,523
| -19% | -$2.97M | 5.13% | 3 |
|
|
2021
Q4 | $16.9M | Buy |
127,734
+33,740
| +36% | +$4.47M | 7.18% | 2 |
|
|
2021
Q3 | $12.5M | Buy |
93,994
+11,524
| +14% | +$1.53M | 6.4% | 3 |
|
|
2021
Q2 | $11.1M | Sell |
82,470
-10,807
| -12% | -$1.45M | 6.09% | 4 |
|
|
2021
Q1 | $12.1M | Buy |
93,277
+44,081
| +90% | +$5.73M | 8.71% | 1 |
|
|
2020
Q4 | $6.8M | Buy |
+49,196
| New | +$6.8M | 5.82% | 4 |
|