DI
DDFG Inc’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 | $18.1M | Sell |
165,520
-94,798
| -36% | -$10.4M | 4.56% | 8 |
|
|
2025
Q1 | $28.3M | Buy |
260,318
+78,640
| +43% | +$8.55M | 7.84% | 3 |
|
|
2024
Q4 | $19.4M | Sell |
181,678
-5,071
| -3% | -$542K | 5.6% | 6 |
|
|
2024
Q3 | $21.1M | Buy |
186,749
+52,479
| +39% | +$5.93M | 6.03% | 6 |
|
|
2024
Q2 | $14.4M | Buy |
134,270
+1,937
| +1% | +$207K | 4.44% | 10 |
|
|
2024
Q1 | $14.4M | Buy |
132,333
+4,555
| +4% | +$496K | 4.58% | 9 |
|
|
2023
Q4 | $14.1M | Buy |
127,778
+1,431
| +1% | +$158K | 4.78% | 8 |
|
|
2023
Q3 | $12.9M | Buy |
126,347
+19,803
| +19% | +$2.02M | 4.75% | 8 |
|
|
2023
Q2 | $11.5M | Buy |
106,544
+1,862
| +2% | +$201K | 4.24% | 11 |
|
|
2023
Q1 | $11.5M | Buy |
104,682
+6,263
| +6% | +$686K | 4.46% | 9 |
|
|
2022
Q4 | $10.4M | Buy |
+98,419
| New | +$10.4M | 4.29% | 8 |
|