IFG Advisory’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 | $11.3M | Buy |
103,399
+489
| +0.5% | +$53.6K | 0.57% | 35 |
|
|
2025
Q1 | $11.2M | Sell |
102,910
-983
| -0.9% | -$107K | 0.62% | 30 |
|
|
2024
Q4 | $11.1M | Buy |
103,893
+6,786
| +7% | +$725K | 0.63% | 30 |
|
|
2024
Q3 | $11M | Buy |
97,107
+14,861
| +18% | +$1.68M | 0.7% | 26 |
|
|
2024
Q2 | $8.81M | Buy |
82,246
+4,500
| +6% | +$482K | 0.57% | 34 |
|
|
2024
Q1 | $8.47M | Buy |
77,746
+30,993
| +66% | +$3.38M | 0.63% | 30 |
|
|
2023
Q4 | $5.17M | Buy |
46,753
+3,473
| +8% | +$384K | 0.38% | 65 |
|
|
2023
Q3 | $4.42M | Buy |
43,280
+5,158
| +14% | +$526K | 0.37% | 62 |
|
|
2023
Q2 | $4.12M | Buy |
38,122
+33,178
| +671% | +$3.59M | 0.37% | 75 |
|
|
2023
Q1 | $542K | Sell |
4,944
-379
| -7% | -$41.5K | 0.05% | 305 |
|
|
2022
Q4 | $561K | Sell |
5,323
-1,343
| -20% | -$142K | 0.06% | 295 |
|
|
2022
Q3 | $682K | Buy |
6,666
+3,230
| +94% | +$330K | 0.06% | 272 |
|
|
2022
Q2 | $378K | Buy |
+3,436
| New | +$378K | 0.04% | 335 |
|
|
2022
Q1 | – | Sell |
-1,649
| Closed | -$218K | – | 516 |
|
|
2021
Q4 | $218K | Sell |
1,649
-138
| -8% | -$18.2K | 0.02% | 462 |
|
|
2021
Q3 | $237K | Buy |
1,787
+192
| +12% | +$25.5K | 0.03% | 434 |
|
|
2021
Q2 | $214K | Sell |
1,595
-4,635
| -74% | -$622K | 0.02% | 448 |
|
|
2021
Q1 | $810K | Sell |
6,230
-5,393
| -46% | -$701K | 0.1% | 219 |
|
|
2020
Q4 | $1.61M | Buy |
11,623
+3,632
| +45% | +$502K | 0.22% | 112 |
|
|
2020
Q3 | $1.08M | Buy |
7,991
+2,731
| +52% | +$368K | 0.17% | 134 |
|
|
2020
Q2 | $707K | Buy |
5,260
+3,263
| +163% | +$439K | 0.13% | 184 |
|
|
2020
Q1 | $246K | Sell |
1,997
-749
| -27% | -$92.3K | 0.05% | 305 |
|
|
2019
Q4 | $351K | Sell |
2,746
-397
| -13% | -$50.7K | 0.06% | 288 |
|
|
2019
Q3 | $400K | Buy |
+3,143
| New | +$400K | 0.08% | 259 |
|
|
2018
Q1 | – | Sell |
-7,697
| Closed | -$878K | – | 341 |
|
|
2017
Q4 | $878K | Buy |
+7,697
| New | +$878K | 0.2% | 118 |
|