Founders Capital Management (Texas)’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 | $2.51K | Buy |
+23
| New | +$2.51K | ﹤0.01% | 331 |
|
2020
Q1 | $7K | Hold |
55
| – | – | 0.01% | 246 |
|
2019
Q4 | $7K | Hold |
55
| – | – | 0.01% | 276 |
|
2019
Q3 | $7K | Hold |
55
| – | – | 0.01% | 276 |
|
2019
Q2 | $7K | Sell |
55
-40
| -42% | -$5.09K | 0.01% | 280 |
|
2019
Q1 | $11K | Sell |
95
-31
| -25% | -$3.59K | 0.01% | 248 |
|
2018
Q4 | $14K | Sell |
126
-114
| -48% | -$12.7K | 0.01% | 210 |
|
2018
Q3 | $28K | Sell |
240
-52
| -18% | -$6.07K | 0.02% | 156 |
|
2018
Q2 | $33K | Sell |
292
-517
| -64% | -$58.4K | 0.03% | 144 |
|
2018
Q1 | $95K | Buy |
809
+79
| +11% | +$9.28K | 0.08% | 108 |
|
2017
Q4 | $89K | Buy |
730
+2
| +0.3% | +$244 | 0.07% | 111 |
|
2017
Q3 | $88K | Buy |
728
+29
| +4% | +$3.51K | 0.07% | 115 |
|
2017
Q2 | $84K | Hold |
699
| – | – | 0.07% | 116 |
|
2017
Q1 | $82K | Buy |
+699
| New | +$82K | 0.07% | 119 |
|