Godsey & Gibb Inc’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 | – | Sell |
-94
| Closed | -$10.2K | – | 378 |
|
2025
Q1 | $10.2K | Buy |
+94
| New | +$10.2K | ﹤0.01% | 279 |
|
2024
Q4 | – | Sell |
-271
| Closed | -$30.6K | – | 409 |
|
2024
Q3 | $30.6K | Hold |
271
| – | – | ﹤0.01% | 216 |
|
2024
Q2 | $29K | Hold |
271
| – | – | ﹤0.01% | 226 |
|
2024
Q1 | $29.5K | Hold |
271
| – | – | ﹤0.01% | 201 |
|
2023
Q4 | $30K | Hold |
271
| – | – | ﹤0.01% | 194 |
|
2023
Q3 | $27.6K | Hold |
271
| – | – | ﹤0.01% | 187 |
|
2023
Q2 | $29.3K | Buy |
271
+166
| +158% | +$18K | ﹤0.01% | 198 |
|
2023
Q1 | $11.5K | Sell |
105
-71
| -40% | -$7.78K | ﹤0.01% | 235 |
|
2022
Q4 | $18.6K | Buy |
+176
| New | +$18.6K | ﹤0.01% | 161 |
|
2022
Q2 | – | Sell |
-969
| Closed | -$117K | – | 145 |
|
2022
Q1 | $117K | Buy |
+969
| New | +$117K | 0.04% | 41 |
|
2021
Q4 | – | Sell |
-969
| Closed | -$129K | – | 121 |
|
2021
Q3 | $129K | Buy |
969
+18
| +2% | +$2.4K | 0.06% | 30 |
|
2021
Q2 | $128K | Buy |
+951
| New | +$128K | 0.08% | 32 |
|