Founders Financial Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.39M | Sell |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $4.08M | Buy |
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|
2024
Q4 | $3.48M | Sell |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $4.26M | Buy |
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|
2023
Q1 | $3.99M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $2.41M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $752K | Buy |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6.33M | Buy |
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|
2018
Q4 | $3.82M | Sell |
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|
2018
Q3 | $4.22M | Buy |
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|
2018
Q2 | $4.01M | Sell |
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|
2018
Q1 | $4.69M | Sell |
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|
2017
Q4 | $5.38M | Buy |
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|
2017
Q3 | $4.12M | Buy |
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|
2017
Q2 | $3.56M | Sell |
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|
2017
Q1 | $3.62M | Buy |
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|
2016
Q4 | $3.53M | Sell |
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|
2016
Q3 | $4.96M | Buy |
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|
2016
Q2 | $492K | Sell |
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|
2016
Q1 | $784K | Buy |
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|
2015
Q4 | $728K | Buy |
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|
2015
Q3 | $707K | Buy |
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|
2015
Q2 | $534K | Sell |
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|
2015
Q1 | $851K | Buy |
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|
2014
Q4 | $474K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $272K | Buy |
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