DOHJ LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,886
| Closed | -$314K | – | 161 |
|
2025
Q1 | $314K | Sell |
2,886
-2,769
| -49% | -$301K | 0.07% | 136 |
|
2024
Q4 | $604K | Buy |
5,655
+1,660
| +42% | +$177K | 0.14% | 104 |
|
2024
Q3 | $451K | Sell |
3,995
-4,937
| -55% | -$557K | 0.11% | 117 |
|
2024
Q2 | $957K | Buy |
8,932
+1,169
| +15% | +$125K | 0.24% | 76 |
|
2024
Q1 | $846K | Buy |
7,763
+1,872
| +32% | +$204K | 0.22% | 81 |
|
2023
Q4 | $652K | Buy |
+5,891
| New | +$652K | 0.19% | 85 |
|
2022
Q2 | – | Sell |
-10,497
| Closed | -$1.27M | – | 88 |
|
2022
Q1 | $1.27M | Buy |
10,497
+6,621
| +171% | +$801K | 0.61% | 37 |
|
2021
Q4 | $514K | Sell |
3,876
-15,579
| -80% | -$2.07M | 0.23% | 70 |
|
2021
Q3 | $2.6M | Buy |
19,455
+3,384
| +21% | +$452K | 1.23% | 22 |
|
2021
Q2 | $2.16M | Buy |
16,071
+7,009
| +77% | +$942K | 1.14% | 28 |
|
2021
Q1 | $1.18M | Buy |
9,062
+5,800
| +178% | +$755K | 0.69% | 40 |
|
2020
Q4 | $441K | Buy |
3,262
+466
| +17% | +$63K | 0.26% | 54 |
|
2020
Q3 | $382K | Buy |
2,796
+155
| +6% | +$21.2K | 0.24% | 54 |
|
2020
Q2 | $366K | Buy |
+2,641
| New | +$366K | 0.25% | 52 |
|