Financial Advocates Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Advocates Investment Management’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Sell	14,085 -3,292	-19%	-$361K	0.13%	157
2025 Q1	$1.82M	Buy	17,377 +651	+4%	+$68K	0.13%	180
2024 Q4	$1.79M	Sell	16,726 -1,670	-9%	-$178K	0.1%	197
2024 Q3	$2.03M	Sell	18,396 -1,973	-10%	-$218K	0.11%	183
2024 Q2	$2.18M	Sell	20,369 -47,759	-70%	-$5.12M	0.14%	163
2024 Q1	$6.2M	Buy	68,128 +45,652	+203%	+$4.15M	0.36%	68
2023 Q4	$2.43M	Buy	22,476 +927	+4%	+$100K	0.16%	144
2023 Q3	$2.2M	Sell	21,549 -5,952	-22%	-$608K	0.16%	144
2023 Q2	$2.97M	Sell	27,501 -694	-2%	-$75K	0.21%	118
2023 Q1	$3.09M	Buy	28,195 +2,853	+11%	+$313K	0.22%	104
2022 Q4	$2.68M	Buy	25,342 +3,483	+16%	+$369K	0.2%	126
2022 Q3	$2.2M	Sell	21,859 -3,712	-15%	-$374K	0.18%	133
2022 Q2	$2.81M	Buy	25,571 +2,244	+10%	+$247K	0.23%	114
2022 Q1	$2.82M	Sell	23,327 -11,709	-33%	-$1.42M	0.19%	127
2021 Q4	$4.64M	Sell	35,036 -10,869	-24%	-$1.44M	0.29%	78
2021 Q3	$6.11M	Buy	45,905 +11,508	+33%	+$1.53M	0.41%	45
2021 Q2	$4.65M	Sell	34,397 -12,959	-27%	-$1.75M	0.31%	64
2021 Q1	$6.16M	Buy	47,356 +15,231	+47%	+$1.98M	0.44%	42
2020 Q4	$4.56M	Sell	32,125 -18,891	-37%	-$2.68M	0.31%	72
2020 Q3	$6.87M	Buy	51,016 +14,709	+41%	+$1.98M	0.59%	32
2020 Q2	$4.35M	Buy	36,307 +13,006	+56%	+$1.56M	0.41%	47
2020 Q1	$2.88M	Sell	23,301 -10,342	-31%	-$1.28M	0.41%	61
2019 Q4	$4.31M	Sell	33,643 -1,409	-4%	-$180K	0.46%	50
2019 Q3	$4.47M	Sell	35,052 -1,227	-3%	-$156K	0.51%	48
2019 Q2	$4.51M	Sell	36,279 -3,368	-8%	-$419K	0.52%	46
2019 Q1	$4.72M	Buy	39,647 +1,285	+3%	+$153K	0.59%	42
2018 Q4	$4.33M	Sell	38,362 -3,661	-9%	-$413K	0.59%	44
2018 Q3	$4.83M	Buy	42,023 +5,644	+16%	+$649K	0.54%	43
2018 Q2	$4.16M	Buy	36,379 +2,789	+8%	+$319K	0.5%	49
2018 Q1	$3.94M	Buy	33,590 +5,971	+22%	+$701K	0.51%	47
2017 Q4	$3.36M	Buy	+27,619	New	+$3.36M	0.46%	52