Herold Advisors’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 | $4.09M | Buy |
37,306
+1,360
| +4% | +$149K | 0.86% | 27 |
|
|
2025
Q1 | $3.91M | Buy |
35,946
+2,962
| +9% | +$322K | 0.86% | 28 |
|
|
2024
Q4 | $3.52M | Buy |
32,984
+2,109
| +7% | +$225K | 0.77% | 31 |
|
|
2024
Q3 | $3.49M | Buy |
30,875
+130
| +0.4% | +$14.7K | 0.76% | 31 |
|
|
2024
Q2 | $3.29M | Buy |
30,745
+434
| +1% | +$46.5K | 0.76% | 32 |
|
|
2024
Q1 | $3.3M | Sell |
30,311
-116
| -0.4% | -$12.6K | 0.8% | 30 |
|
|
2023
Q4 | $3.37M | Buy |
30,427
+26,945
| +774% | +$2.98M | 0.93% | 26 |
|
|
2023
Q3 | $355K | Buy |
3,482
+18
| +0.5% | +$1.84K | 0.11% | 187 |
|
|
2023
Q2 | $375K | Buy |
+3,464
| New | +$375K | 0.11% | 178 |
|
|
2022
Q2 | – | Sell |
-285
| Closed | -$34.5K | – | 452 |
|
|
2022
Q1 | $34.5K | Buy |
+285
| New | +$34.5K | 0.01% | 430 |
|
|
2021
Q4 | – | Sell |
-285
| Closed | -$37K | – | 443 |
|
|
2021
Q3 | $37K | Buy |
+285
| New | +$37K | 0.01% | 424 |
|