DAS
Diversify Advisory Services’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 | $987K | Buy |
9,003
+1,415
| +19% | +$155K | 0.04% | 334 |
|
|
2025
Q1 | $823K | Buy |
7,588
+1,746
| +30% | +$189K | 0.05% | 252 |
|
|
2024
Q4 | $616K | Sell |
5,842
-251,469
| -98% | -$26.5M | 0.03% | 321 |
|
|
2024
Q3 | $28.2M | Buy |
257,311
+52,463
| +26% | +$5.75M | 1.52% | 11 |
|
|
2024
Q2 | $22.1M | Buy |
204,848
+194,207
| +1,825% | +$21M | 1.21% | 14 |
|
|
2024
Q1 | $1.14M | Buy |
+10,641
| New | +$1.14M | 0.07% | 225 |
|