DJYG
David J. Yvars Group’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 | $5.45M | Buy |
49,727
+40,741
| +453% | +$4.47M | 3.19% | 8 |
|
|
2025
Q1 | $977K | Buy |
8,986
+782
| +10% | +$85K | 0.77% | 21 |
|
|
2024
Q4 | $877K | Buy |
8,204
+145
| +2% | +$15.5K | 0.53% | 30 |
|
|
2024
Q3 | $911K | Buy |
8,059
+33
| +0.4% | +$3.73K | 0.56% | 31 |
|
|
2024
Q2 | $860K | Buy |
8,026
+73
| +0.9% | +$7.82K | 0.54% | 29 |
|
|
2024
Q1 | $866K | Buy |
7,953
+664
| +9% | +$72.3K | 0.58% | 30 |
|
|
2023
Q4 | $807K | Sell |
7,289
-6
| -0.1% | -$664 | 0.65% | 25 |
|
|
2023
Q3 | $744K | Buy |
7,295
+395
| +6% | +$40.3K | 0.62% | 28 |
|
|
2023
Q2 | $746K | Buy |
6,900
+940
| +16% | +$102K | 0.62% | 29 |
|
|
2023
Q1 | $653K | Buy |
5,960
+2,100
| +54% | +$230K | 0.59% | 31 |
|
|
2022
Q4 | $407K | Hold |
3,860
| – | – | 0.51% | 33 |
|
|
2022
Q3 | $395K | Hold |
3,860
| – | – | 0.44% | 35 |
|
|
2022
Q2 | $429K | Sell |
3,860
-10,060
| -72% | -$1.12M | 0.58% | 31 |
|
|
2022
Q1 | $1.68M | Sell |
13,920
-1,684
| -11% | -$204K | 1.17% | 21 |
|
|
2021
Q4 | $2.07M | Sell |
15,604
-660
| -4% | -$87.5K | 1.28% | 18 |
|
|
2021
Q3 | $2.17M | Buy |
16,264
+29
| +0.2% | +$3.88K | 1.27% | 19 |
|
|
2021
Q2 | $2.18M | Buy |
16,235
+165
| +1% | +$22.2K | 1.23% | 21 |
|
|
2021
Q1 | $2.09M | Sell |
16,070
-903
| -5% | -$117K | 1.33% | 19 |
|
|
2020
Q4 | $2.34M | Buy |
+16,973
| New | +$2.34M | 1.59% | 15 |
|