Harel Insurance Investments & Financial Services’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
$34.9M Buy
318,275
+1,225
+0.4% +$134K 0.4% 60
2025
Q1
$34.5M Buy
+317,050
New +$34.5M 0.45% 53
2024
Q1
Sell
-113,879
Closed -$12.6M 592
2023
Q4
$12.6M Buy
113,879
+10,100
+10% +$1.12M 0.22% 66
2023
Q3
$10.6M Buy
+103,779
New +$10.6M 0.21% 69
2023
Q2
Sell
-98,679
Closed -$10.8M 751
2023
Q1
$10.8M Buy
98,679
+7,500
+8% +$822K 0.22% 69
2022
Q4
$9.61M Hold
91,179
0.21% 62
2022
Q3
$9.34M Buy
91,179
+2,700
+3% +$277K 0.23% 75
2022
Q2
$9.74M Sell
88,479
-3,600
-4% -$396K 0.2% 79
2022
Q1
$11.1M Buy
92,079
+7,400
+9% +$895K 0.18% 82
2021
Q4
$11.2M Buy
84,679
+22,300
+36% +$2.96M 0.21% 67
2021
Q3
$8.3M Buy
62,379
+11,360
+22% +$1.51M 0.22% 55
2021
Q2
$6.86M Buy
51,019
+7,400
+17% +$994K 0.15% 70
2021
Q1
$5.67M Sell
43,619
-8,835
-17% -$1.15M 0.11% 115
2020
Q4
$14.2M Buy
52,454
+22,272
+74% +$6.01M 0.34% 52
2020
Q3
$4.07M Sell
30,182
-4,415
-13% -$595K 0.14% 60
2020
Q2
$4.65M Buy
34,597
+4,084
+13% +$549K 0.16% 62
2020
Q1
$3.77M Sell
30,513
-6,431
-17% -$794K 0.18% 62
2019
Q4
$4.73M Buy
36,944
+36,280
+5,464% +$4.64M 0.21% 59
2019
Q3
$84K Sell
664
-35,616
-98% -$4.51M 0.01% 265
2019
Q2
$4.51M Hold
36,280
0.24% 56
2019
Q1
$4.32M Hold
36,280
0.25% 56
2018
Q4
$4.09M Buy
36,280
+9,470
+35% +$1.07M 0.25% 57
2018
Q3
$3.08M Sell
26,810
-309
-1% -$35.5K 0.15% 67
2018
Q2
$3.11M Sell
27,119
-7,581
-22% -$869K 0.16% 61
2018
Q1
$4.07M Buy
34,700
+640
+2% +$75.1K 0.23% 60
2017
Q4
$4.15M Sell
34,060
-5,954
-15% -$725K 0.26% 54
2017
Q3
$4.85M Buy
40,014
+6,990
+21% +$847K 0.4% 40
2017
Q2
$3.98M Buy
33,024
+6,134
+23% +$739K 0.32% 44
2017
Q1
$3.17M Sell
26,890
-5,480
-17% -$646K 0.28% 44
2016
Q4
$3.95M Buy
32,370
+5,560
+21% +$679K 0.56% 30
2016
Q3
$3.3M Sell
26,810
-173
-0.6% -$21.3K 0.45% 36
2016
Q2
$3.31M Hold
26,983
0.4% 37
2016
Q1
$3.21M Sell
26,983
-309
-1% -$36.7K 0.38% 39
2015
Q4
$3.12M Buy
+27,292
New +$3.12M 0.36% 36