IA
IFP Advisors’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 | $1.47M | Buy |
13,426
+115
| +0.9% | +$12.6K | 0.04% | 449 |
|
|
2025
Q1 | $1.45M | Buy |
13,311
+1,008
| +8% | +$110K | 0.04% | 451 |
|
|
2024
Q4 | $1.31M | Sell |
12,303
-910
| -7% | -$97.2K | 0.04% | 455 |
|
|
2024
Q3 | $1.49M | Buy |
13,213
+1,300
| +11% | +$147K | 0.05% | 377 |
|
|
2024
Q2 | $1.28M | Sell |
11,913
-3,928
| -25% | -$421K | 0.05% | 379 |
|
|
2024
Q1 | $1.73M | Sell |
15,841
-788
| -5% | -$85.8K | 0.08% | 282 |
|
|
2023
Q4 | $1.84M | Sell |
16,629
-383
| -2% | -$42.4K | 0.09% | 254 |
|
|
2023
Q3 | $1.74M | Sell |
17,012
-8,006
| -32% | -$817K | 0.08% | 268 |
|
|
2023
Q2 | $2.71M | Sell |
25,018
-2,730
| -10% | -$295K | 0.11% | 190 |
|
|
2023
Q1 | $3.19M | Sell |
27,748
-19,128
| -41% | -$2.2M | 0.14% | 148 |
|
|
2022
Q4 | $5.41M | Sell |
46,876
-25,453
| -35% | -$2.94M | 0.14% | 128 |
|
|
2022
Q3 | $8.34M | Sell |
72,329
-4,443
| -6% | -$512K | 0.22% | 94 |
|
|
2022
Q2 | $8.84M | Hold |
76,772
| – | – | 0.28% | 80 |
|
|
2022
Q1 | $8.84M | Sell |
76,772
-1,885
| -2% | -$217K | 0.28% | 80 |
|
|
2021
Q4 | $10.4M | Sell |
78,657
-29,364
| -27% | -$3.9M | 0.2% | 52 |
|
|
2021
Q3 | $14.4M | Buy |
108,021
+5,759
| +6% | +$767K | 0.29% | 35 |
|
|
2021
Q2 | $13.7M | Sell |
102,262
-25,606
| -20% | -$3.44M | 0.28% | 34 |
|
|
2021
Q1 | $16.6M | Sell |
127,868
-32,868
| -20% | -$4.28M | 0.32% | 26 |
|
|
2020
Q4 | $22.2M | Buy |
160,736
+1,029
| +0.6% | +$142K | 0.9% | 14 |
|
|
2020
Q3 | $21.5M | Buy |
159,707
+60,556
| +61% | +$8.15M | 1.28% | 9 |
|
|
2020
Q2 | $13.3M | Buy |
99,151
+40,411
| +69% | +$5.42M | 1.05% | 12 |
|
|
2020
Q1 | $7.2M | Sell |
58,740
-10,758
| -15% | -$1.32M | 0.73% | 23 |
|
|
2019
Q4 | $8.92M | Sell |
69,498
-7,040
| -9% | -$903K | 0.67% | 23 |
|
|
2019
Q3 | $9.73M | Buy |
+76,538
| New | +$9.73M | 0.65% | 21 |
|
|
2019
Q1 | $2.4M | Sell |
20,148
-26,370
| -57% | -$3.14M | 0.33% | 71 |
|
|
2018
Q4 | $5.23M | Sell |
46,518
-8,695
| -16% | -$978K | 0.32% | 68 |
|
|
2018
Q3 | $6.35M | Sell |
55,213
-2,821
| -5% | -$324K | 0.26% | 83 |
|
|
2018
Q2 | $6.65M | Buy |
58,034
+3,763
| +7% | +$431K | 0.28% | 77 |
|
|
2018
Q1 | $6.6M | Hold |
54,271
| – | – | 0.3% | 72 |
|
|
2017
Q4 | $6.6M | Buy |
54,271
+185
| +0.3% | +$22.5K | 0.3% | 71 |
|
|
2017
Q3 | $6.56M | Buy |
54,086
+2,967
| +6% | +$360K | 0.26% | 79 |
|
|
2017
Q2 | $6.16M | Buy |
51,119
+207
| +0.4% | +$24.9K | 0.26% | 80 |
|
|
2017
Q1 | $6M | Buy |
50,912
+1,277
| +3% | +$151K | 0.26% | 83 |
|
|
2016
Q4 | $5.82M | Buy |
49,635
+3,798
| +8% | +$445K | 0.28% | 71 |
|
|
2016
Q3 | $5.65M | Sell |
45,837
-4,691
| -9% | -$578K | 0.29% | 67 |
|
|
2016
Q2 | $6.2M | Buy |
50,528
+30,380
| +151% | +$3.73M | 0.35% | 57 |
|
|
2016
Q1 | $2.4M | Sell |
20,148
-8,993
| -31% | -$1.07M | 0.33% | 71 |
|
|
2015
Q4 | $3.32M | Buy |
+29,141
| New | +$3.32M | 0.22% | 98 |
|