IMS Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $305K | Hold |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $406K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $401K | Hold |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $525K | Hold |
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|
2020
Q3 | $512K | Hold |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $469K | Hold |
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|
2019
Q4 | $486K | Hold |
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|
2019
Q3 | $484K | Hold |
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|
2019
Q2 | $473K | Hold |
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|
2019
Q1 | $452K | Hold |
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|
2018
Q4 | $429K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $435K | Hold |
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|
2018
Q1 | $462K | Hold |
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|
2017
Q4 | $462K | Hold |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $458K | Buy |
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