IAA
Independent Advisor Alliance’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 | $500K | Buy |
4,560
+510
| +13% | +$55.9K | 0.01% | 590 |
|
|
2025
Q1 | $440K | Sell |
4,050
-89,742
| -96% | -$9.75M | 0.01% | 556 |
|
|
2024
Q4 | $10M | Buy |
+93,792
| New | +$10M | 0.13% | 165 |
|
|
2024
Q1 | – | Sell |
-1,910
| Closed | -$211K | – | 720 |
|
|
2023
Q4 | $211K | Sell |
1,910
-51
| -3% | -$5.64K | 0.01% | 631 |
|
|
2023
Q3 | $200K | Buy |
+1,961
| New | +$200K | 0.01% | 612 |
|
|
2023
Q1 | – | Sell |
-2,706
| Closed | -$285K | – | 688 |
|
|
2022
Q4 | $285K | Sell |
2,706
-157
| -5% | -$16.6K | 0.1% | 118 |
|
|
2022
Q3 | $293K | Buy |
2,863
+516
| +22% | +$52.8K | 0.02% | 486 |
|
|
2022
Q2 | $258K | Buy |
+2,347
| New | +$258K | 0.01% | 521 |
|
|
2020
Q1 | – | Sell |
-83,681
| Closed | -$10.7M | – | 657 |
|
|
2019
Q4 | $10.7M | Buy |
+83,681
| New | +$10.7M | 0.47% | 44 |
|
|
2019
Q1 | – | Sell |
-1,815
| Closed | -$211K | – | 449 |
|
|
2018
Q4 | $211K | Buy |
+1,815
| New | +$211K | 0.04% | 359 |
|
|
2017
Q2 | – | Sell |
-30,859
| Closed | -$3.64M | – | 333 |
|
|
2017
Q1 | $3.64M | Buy |
+30,859
| New | +$3.64M | 0.58% | 52 |
|