Farther Finance Advisors’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 | $2.77M | Sell |
25,278
-133
| -0.5% | -$14.6K | 0.06% | 281 |
|
2025
Q1 | $2.76M | Buy |
25,411
+11,848
| +87% | +$1.29M | 0.07% | 244 |
|
2024
Q4 | $1.45M | Sell |
13,563
-1,732
| -11% | -$185K | 0.05% | 274 |
|
2024
Q3 | $1.73M | Sell |
15,295
-1,581
| -9% | -$179K | 0.06% | 228 |
|
2024
Q2 | $1.79M | Sell |
16,876
-8,613
| -34% | -$914K | 0.09% | 182 |
|
2024
Q1 | $2.74M | Sell |
25,489
-2,525
| -9% | -$271K | 0.17% | 108 |
|
2023
Q4 | $3.1M | Buy |
28,014
+14,814
| +112% | +$1.64M | 0.22% | 88 |
|
2023
Q3 | $1.35M | Buy |
13,200
+12,484
| +1,744% | +$1.27M | 0.21% | 93 |
|
2023
Q2 | $77.4K | Sell |
716
-509
| -42% | -$55K | 0.02% | 541 |
|
2023
Q1 | $134K | Buy |
1,225
+167
| +16% | +$18.3K | 0.04% | 331 |
|
2022
Q4 | $112K | Buy |
+1,058
| New | +$112K | 0.04% | 301 |
|