Founders Financial Alliance’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 | $885K | Sell |
8,077
-660
| -8% | -$72.3K | 0.2% | 110 |
|
|
2025
Q1 | $950K | Sell |
8,737
-720
| -8% | -$78.3K | 0.23% | 97 |
|
|
2024
Q4 | $1.01M | Sell |
9,457
-75
| -0.8% | -$8.01K | 0.28% | 82 |
|
|
2024
Q3 | $1.08M | Sell |
9,532
-298
| -3% | -$33.7K | 0.3% | 81 |
|
|
2024
Q2 | $1.05M | Sell |
9,830
-2,632
| -21% | -$282K | 0.31% | 77 |
|
|
2024
Q1 | $1.36M | Buy |
12,462
+291
| +2% | +$31.7K | 0.41% | 56 |
|
|
2023
Q4 | $1.35M | Sell |
12,171
-2,323
| -16% | -$257K | 0.52% | 38 |
|
|
2023
Q3 | $1.48M | Sell |
14,494
-215
| -1% | -$21.9K | 0.65% | 31 |
|
|
2023
Q2 | $1.59M | Sell |
14,709
-168
| -1% | -$18.2K | 0.63% | 35 |
|
|
2023
Q1 | $1.63M | Sell |
14,877
-482
| -3% | -$52.8K | 0.81% | 29 |
|
|
2022
Q4 | $1.62M | Sell |
15,359
-268
| -2% | -$28.3K | 0.74% | 32 |
|
|
2022
Q3 | $1.6M | Sell |
15,627
-1,480
| -9% | -$152K | 0.81% | 26 |
|
|
2022
Q2 | $1.88M | Buy |
17,107
+1,332
| +8% | +$147K | 0.95% | 23 |
|
|
2022
Q1 | $1.91M | Sell |
15,775
-536
| -3% | -$64.8K | 0.85% | 27 |
|
|
2021
Q4 | $2.16M | Sell |
16,311
-1,190
| -7% | -$158K | 0.87% | 19 |
|
|
2021
Q3 | $2.33M | Buy |
17,501
+390
| +2% | +$51.9K | 1.09% | 15 |
|
|
2021
Q2 | $2.3M | Sell |
17,111
-1,099
| -6% | -$148K | 1.05% | 15 |
|
|
2021
Q1 | $2.37M | Sell |
18,210
-760
| -4% | -$98.9K | 1.17% | 14 |
|
|
2020
Q4 | $2.62M | Buy |
18,970
+303
| +2% | +$41.8K | 1.48% | 10 |
|
|
2020
Q3 | $2.52M | Buy |
+18,667
| New | +$2.52M | 1.5% | 9 |
|