David J. Yvars Group’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
Q2 | $5.45M | Buy |
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|
2025
Q1 | $977K | Buy |
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|
2024
Q4 | $877K | Buy |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $860K | Buy |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $653K | Buy |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.34M | Buy |
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