IFA
Interactive Financial 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 | $2.65M | Sell |
24,181
-603
| -2% | -$66.1K | 1.29% | 23 |
|
|
2025
Q1 | $2.69M | Sell |
24,784
-410
| -2% | -$44.6K | 1.42% | 21 |
|
|
2024
Q4 | $2.69M | Sell |
25,194
-505
| -2% | -$54K | 1.41% | 21 |
|
|
2024
Q3 | $2.9M | Sell |
25,699
-141
| -0.5% | -$15.9K | 1.49% | 21 |
|
|
2024
Q2 | $2.77M | Sell |
25,840
-118
| -0.5% | -$12.6K | 1.53% | 20 |
|
|
2024
Q1 | $2.83M | Sell |
25,958
-3,191
| -11% | -$348K | 1.56% | 19 |
|
|
2023
Q4 | $2.1M | Buy |
29,149
+5,922
| +25% | +$427K | 1.13% | 22 |
|
|
2023
Q3 | $2.37M | Sell |
23,227
-29,100
| -56% | -$2.97M | 1.6% | 16 |
|
|
2023
Q2 | $5.66M | Sell |
52,327
-9,935
| -16% | -$1.07M | 3.84% | 5 |
|
|
2023
Q1 | $6.82M | Sell |
62,262
-4,424
| -7% | -$485K | 4.38% | 6 |
|
|
2022
Q4 | $7.03M | Buy |
66,686
+6,736
| +11% | +$710K | 4.21% | 6 |
|
|
2022
Q3 | $6.14M | Sell |
59,950
-28,090
| -32% | -$2.88M | 3.57% | 7 |
|
|
2022
Q2 | $9.79M | Sell |
88,040
-13,327
| -13% | -$1.48M | 4.92% | 6 |
|
|
2022
Q1 | $12.2M | Sell |
101,367
-24,649
| -20% | -$2.96M | 5.7% | 3 |
|
|
2021
Q4 | $16.7M | Buy |
126,016
+14,460
| +13% | +$1.92M | 6.37% | 3 |
|
|
2021
Q3 | $14.8M | Buy |
111,556
+13,421
| +14% | +$1.79M | 6.48% | 3 |
|
|
2021
Q2 | $13.2M | Sell |
98,135
-1,402
| -1% | -$188K | 5.36% | 4 |
|
|
2021
Q1 | $12.9M | Sell |
99,537
-7,976
| -7% | -$1.04M | 5.43% | 4 |
|
|
2020
Q4 | $14.9M | Sell |
107,513
-25,415
| -19% | -$3.51M | 6.76% | 3 |
|
|
2020
Q3 | $17.9M | Buy |
132,928
+39,204
| +42% | +$5.28M | 8.89% | 2 |
|
|
2020
Q2 | $12.6M | Buy |
93,724
+25,669
| +38% | +$3.45M | 6.21% | 4 |
|
|
2020
Q1 | $8.41M | Sell |
68,055
-58,241
| -46% | -$7.19M | 7.42% | 4 |
|
|
2019
Q4 | $16.2M | Sell |
126,296
-19,332
| -13% | -$2.47M | 7.28% | 3 |
|
|
2019
Q3 | $18.6M | Sell |
145,628
-7,205
| -5% | -$919K | 8.54% | 3 |
|
|
2019
Q2 | $19M | Buy |
152,833
+28,967
| +23% | +$3.6M | 8.72% | 3 |
|
|
2019
Q1 | $14.7M | Buy |
123,866
+6,460
| +6% | +$769K | 7.1% | 4 |
|
|
2018
Q4 | $13.2M | Sell |
117,406
-349
| -0.3% | -$39.4K | 6.86% | 4 |
|
|
2018
Q3 | $13.5M | Buy |
117,755
+6,449
| +6% | +$741K | 6.43% | 4 |
|
|
2018
Q2 | $12.8M | Sell |
111,306
-11,477
| -9% | -$1.31M | 6.03% | 4 |
|
|
2018
Q1 | $14.4M | Buy |
122,783
+7,294
| +6% | +$856K | 6.88% | 3 |
|
|
2017
Q4 | $14M | Sell |
115,489
-6,461
| -5% | -$785K | 6.17% | 5 |
|
|
2017
Q3 | $14.8M | Buy |
121,950
+11,095
| +10% | +$1.35M | 6.74% | 5 |
|
|
2017
Q2 | $13.4M | Buy |
110,855
+2,572
| +2% | +$310K | 6.29% | 5 |
|
|
2017
Q1 | $12.8M | Sell |
108,283
-5,680
| -5% | -$670K | 6.21% | 4 |
|
|
2016
Q4 | $13.4M | Sell |
113,963
-4,924
| -4% | -$577K | 6.72% | 4 |
|
|
2016
Q3 | $14.6M | Sell |
118,887
-4,902
| -4% | -$604K | 7.33% | 4 |
|
|
2016
Q2 | $15.2M | Buy |
123,789
+4,144
| +3% | +$509K | 8% | 4 |
|
|
2016
Q1 | $14.2M | Buy |
119,645
+4,873
| +4% | +$579K | 8.72% | 3 |
|
|
2015
Q4 | $13.1M | Buy |
114,772
+9,865
| +9% | +$1.12M | 7.59% | 4 |
|
|
2015
Q3 | $12.2M | Buy |
104,907
+11,168
| +12% | +$1.3M | 6.9% | 5 |
|
|
2015
Q2 | $10.8M | Sell |
93,739
-33,206
| -26% | -$3.84M | 5.85% | 4 |
|
|
2015
Q1 | $15.5M | Buy |
126,945
+25,798
| +26% | +$3.14M | 8.3% | 3 |
|
|
2014
Q4 | $12.1M | Buy |
101,147
+16,215
| +19% | +$1.94M | 6.62% | 4 |
|
|
2014
Q3 | $10M | Buy |
84,932
+3,534
| +4% | +$418K | 5.71% | 6 |
|
|
2014
Q2 | $9.71M | Sell |
81,398
-3,895
| -5% | -$465K | 5.49% | 6 |
|
|
2014
Q1 | $9.97M | Buy |
85,293
+10,951
| +15% | +$1.28M | 5.79% | 6 |
|
|
2013
Q4 | $8.49M | Buy |
74,342
+3,294
| +5% | +$376K | 5% | 7 |
|
|
2013
Q3 | $8.07M | Buy |
71,048
+21,472
| +43% | +$2.44M | 4.93% | 7 |
|
|
2013
Q2 | $5.63M | Buy |
+49,576
| New | +$5.63M | 4.15% | 8 |
|