GF
Gries Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
12,871
-446
| -3% | -$48.9K | 0.26% | 98 |
|
|
2025
Q1 | $1.45M | Sell |
13,317
-538
| -4% | -$58.5K | 0.28% | 89 |
|
|
2024
Q4 | $1.48M | Buy |
13,855
+378
| +3% | +$40.4K | 0.26% | 93 |
|
|
2024
Q3 | $1.52M | Sell |
13,477
-2,562
| -16% | -$289K | 0.29% | 87 |
|
|
2024
Q2 | $1.72M | Sell |
16,039
-24,301
| -60% | -$2.6M | 0.35% | 78 |
|
|
2024
Q1 | $4.39M | Buy |
40,340
+18,066
| +81% | +$1.97M | 0.73% | 24 |
|
|
2023
Q4 | $2.46M | Buy |
22,274
+907
| +4% | +$100K | 0.54% | 43 |
|
|
2023
Q3 | $2.18M | Buy |
21,367
+16,121
| +307% | +$1.64M | 0.59% | 39 |
|
|
2023
Q2 | $567K | Sell |
5,246
-16
| -0.3% | -$1.73K | 0.16% | 106 |
|
|
2023
Q1 | $577K | Buy |
5,262
+25
| +0.5% | +$2.74K | 0.17% | 106 |
|
|
2022
Q4 | $552K | Sell |
5,237
-596
| -10% | -$62.8K | 0.18% | 98 |
|
|
2022
Q3 | $598K | Buy |
+5,833
| New | +$598K | 0.25% | 91 |
|
|
2022
Q2 | – | Sell |
-4,525
| Closed | -$547K | – | 145 |
|
|
2022
Q1 | $547K | Buy |
4,525
+2
| +0% | +$242 | 0.2% | 100 |
|
|
2021
Q4 | $599K | Buy |
4,523
+4
| +0.1% | +$530 | 0.24% | 100 |
|
|
2021
Q3 | $601K | Buy |
+4,519
| New | +$601K | 0.19% | 104 |
|