Founders Financial Securities’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 | $4.57M | Buy |
41,714
+3,992
| +11% | +$438K | 0.35% | 67 |
|
|
2025
Q1 | $4.08M | Buy |
37,722
+5,151
| +16% | +$558K | 0.35% | 65 |
|
|
2024
Q4 | $3.48M | Sell |
32,571
-977
| -3% | -$104K | 0.31% | 69 |
|
|
2024
Q3 | $3.79M | Sell |
33,548
-2,451
| -7% | -$277K | 0.35% | 66 |
|
|
2024
Q2 | $3.86M | Buy |
35,999
+417
| +1% | +$44.7K | 0.36% | 62 |
|
|
2024
Q1 | $3.88M | Buy |
35,582
+310
| +0.9% | +$33.8K | 0.41% | 56 |
|
|
2023
Q4 | $3.9M | Sell |
35,272
-4,799
| -12% | -$531K | 0.43% | 50 |
|
|
2023
Q3 | $4.09M | Buy |
40,071
+705
| +2% | +$71.9K | 0.53% | 50 |
|
|
2023
Q2 | $4.26M | Buy |
39,366
+2,960
| +8% | +$320K | 0.56% | 45 |
|
|
2023
Q1 | $3.99M | Buy |
36,406
+5,944
| +20% | +$652K | 0.58% | 44 |
|
|
2022
Q4 | $3.21M | Buy |
30,462
+4,777
| +19% | +$504K | 0.51% | 47 |
|
|
2022
Q3 | $2.63M | Buy |
25,685
+5,079
| +25% | +$520K | 0.47% | 49 |
|
|
2022
Q2 | $2.27M | Sell |
20,606
-4,601
| -18% | -$506K | 0.44% | 47 |
|
|
2022
Q1 | $3.05M | Buy |
25,207
+3,742
| +17% | +$453K | 0.54% | 41 |
|
|
2021
Q4 | $2.85M | Buy |
21,465
+4,716
| +28% | +$625K | 0.51% | 47 |
|
|
2021
Q3 | $2.23M | Sell |
16,749
-85
| -0.5% | -$11.3K | 0.45% | 50 |
|
|
2021
Q2 | $2.26M | Buy |
16,834
+2,221
| +15% | +$298K | 0.45% | 46 |
|
|
2021
Q1 | $1.9M | Sell |
14,613
-2,843
| -16% | -$370K | 0.44% | 42 |
|
|
2020
Q4 | $2.41M | Buy |
+17,456
| New | +$2.41M | 0.58% | 38 |
|
|
2020
Q3 | – | Sell |
-12,227
| Closed | -$1.65M | – | 190 |
|
|
2020
Q2 | $1.65M | Buy |
12,227
+6,135
| +101% | +$825K | 0.53% | 44 |
|
|
2020
Q1 | $752K | Buy |
6,092
+3,203
| +111% | +$395K | 0.28% | 51 |
|
|
2019
Q4 | $370K | Buy |
+2,889
| New | +$370K | 0.13% | 89 |
|
|
2019
Q2 | – | Sell |
-53,203
| Closed | -$6.33M | – | 121 |
|
|
2019
Q1 | $6.33M | Buy |
53,203
+19,346
| +57% | +$2.3M | 2.01% | 17 |
|
|
2018
Q4 | $3.82M | Sell |
33,857
-2,835
| -8% | -$320K | 1.38% | 19 |
|
|
2018
Q3 | $4.22M | Buy |
36,692
+1,686
| +5% | +$194K | 1.17% | 23 |
|
|
2018
Q2 | $4.01M | Sell |
35,006
-4,976
| -12% | -$570K | 1.23% | 22 |
|
|
2018
Q1 | $4.69M | Sell |
39,982
-4,301
| -10% | -$505K | 1.52% | 20 |
|
|
2017
Q4 | $5.38M | Buy |
44,283
+10,274
| +30% | +$1.25M | 1.79% | 16 |
|
|
2017
Q3 | $4.12M | Buy |
34,009
+4,447
| +15% | +$539K | 1.47% | 23 |
|
|
2017
Q2 | $3.56M | Sell |
29,562
-1,099
| -4% | -$132K | 1.35% | 21 |
|
|
2017
Q1 | $3.62M | Buy |
30,661
+502
| +2% | +$59.2K | 1.37% | 19 |
|
|
2016
Q4 | $3.53M | Sell |
30,159
-10,103
| -25% | -$1.18M | 1.47% | 18 |
|
|
2016
Q3 | $4.96M | Buy |
40,262
+36,255
| +905% | +$4.47M | 2.12% | 19 |
|
|
2016
Q2 | $492K | Sell |
4,007
-2,589
| -39% | -$318K | 0.23% | 58 |
|
|
2016
Q1 | $784K | Buy |
6,596
+210
| +3% | +$25K | 0.37% | 38 |
|
|
2015
Q4 | $728K | Buy |
6,386
+294
| +5% | +$33.5K | 0.34% | 39 |
|
|
2015
Q3 | $707K | Buy |
6,092
+1,481
| +32% | +$172K | 0.35% | 39 |
|
|
2015
Q2 | $534K | Sell |
4,611
-2,377
| -34% | -$275K | 0.27% | 37 |
|
|
2015
Q1 | $851K | Buy |
6,988
+3,016
| +76% | +$367K | 0.44% | 37 |
|
|
2014
Q4 | $474K | Buy |
+3,972
| New | +$474K | 0.28% | 42 |
|
|
2014
Q1 | – | Sell |
-2,378
| Closed | -$272K | – | 77 |
|
|
2013
Q4 | $272K | Buy |
+2,378
| New | +$272K | 0.23% | 53 |
|