DI
Disciplined Investments’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 | $1.46M | Sell |
13,353
-71
| -0.5% | -$7.78K | 0.62% | 48 |
|
|
2025
Q1 | $1.46M | Buy |
13,424
+1,681
| +14% | +$183K | 0.67% | 43 |
|
|
2024
Q4 | $1.25M | Buy |
11,743
+1,162
| +11% | +$124K | 0.62% | 48 |
|
|
2024
Q3 | $1.2M | Buy |
10,581
+6,914
| +189% | +$781K | 0.59% | 50 |
|
|
2024
Q2 | $393K | Buy |
3,667
+283
| +8% | +$30.3K | 0.21% | 86 |
|
|
2024
Q1 | $369K | Buy |
+3,384
| New | +$369K | 0.2% | 86 |
|
|
2023
Q3 | – | Sell |
-1,632
| Closed | -$176K | – | 924 |
|
|
2023
Q2 | $176K | Sell |
1,632
-324
| -17% | -$35K | 0.09% | 119 |
|
|
2023
Q1 | $214K | Buy |
1,956
+4
| +0.2% | +$438 | 0.09% | 123 |
|
|
2022
Q4 | $206K | Sell |
1,952
-392
| -17% | -$41.3K | 0.1% | 112 |
|
|
2022
Q3 | $240K | Buy |
2,344
+5
| +0.2% | +$512 | 0.11% | 118 |
|
|
2022
Q2 | $257K | Buy |
2,339
+220
| +10% | +$24.2K | 0.12% | 120 |
|
|
2022
Q1 | $256K | Buy |
2,119
+116
| +6% | +$14K | 0.11% | 113 |
|
|
2021
Q4 | $265K | Buy |
2,003
+5
| +0.3% | +$662 | 0.12% | 105 |
|
|
2021
Q3 | $266K | Buy |
1,998
+12
| +0.6% | +$1.6K | 0.13% | 103 |
|
|
2021
Q2 | $267K | Sell |
1,986
-5,700
| -74% | -$766K | 0.14% | 104 |
|
|
2021
Q1 | $1M | Buy |
7,686
+27
| +0.4% | +$3.51K | 0.59% | 49 |
|
|
2020
Q4 | $1.06M | Buy |
7,659
+249
| +3% | +$34.4K | 0.71% | 40 |
|
|
2020
Q3 | $998K | Sell |
7,410
-2,147
| -22% | -$289K | 0.74% | 39 |
|
|
2020
Q2 | $1.29M | Sell |
9,557
-18
| -0.2% | -$2.42K | 1% | 31 |
|
|
2020
Q1 | $1.18M | Buy |
9,575
+7,596
| +384% | +$938K | 1.13% | 25 |
|
|
2019
Q4 | $253K | Buy |
+1,979
| New | +$253K | 0.21% | 76 |
|