Investment Advisory Group’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 | $1.79M | Sell |
16,309
-289
| -2% | -$31.7K | 0.54% | 48 |
|
|
2025
Q1 | $1.8M | Sell |
16,598
-154
| -0.9% | -$16.7K | 0.6% | 43 |
|
|
2024
Q4 | $1.79M | Sell |
16,752
-1,802
| -10% | -$193K | 0.6% | 43 |
|
|
2024
Q3 | $2.1M | Sell |
18,554
-137
| -0.7% | -$15.5K | 0.73% | 35 |
|
|
2024
Q2 | $2M | Sell |
18,691
-103
| -0.5% | -$11K | 0.77% | 31 |
|
|
2024
Q1 | $2.05M | Buy |
18,794
+1
| +0% | +$109 | 0.85% | 30 |
|
|
2023
Q4 | $2.08M | Sell |
18,793
-109
| -0.6% | -$12.1K | 0.96% | 26 |
|
|
2023
Q3 | $1.93M | Sell |
18,902
-658
| -3% | -$67.1K | 1% | 23 |
|
|
2023
Q2 | $2.12M | Sell |
19,560
-141
| -0.7% | -$15.2K | 1.08% | 23 |
|
|
2023
Q1 | $2.16M | Sell |
19,701
-297
| -1% | -$32.6K | 1.24% | 21 |
|
|
2022
Q4 | $2.11M | Sell |
19,998
-512
| -2% | -$54K | 1.29% | 20 |
|
|
2022
Q3 | $2.1M | Sell |
20,510
-968
| -5% | -$99.2K | 1.46% | 19 |
|
|
2022
Q2 | $2.37M | Sell |
21,478
-211
| -1% | -$23.3K | 1.61% | 18 |
|
|
2022
Q1 | $2.61M | Sell |
21,689
-159
| -0.7% | -$19.1K | 1.58% | 16 |
|
|
2021
Q4 | $2.71M | Buy |
+21,848
| New | +$2.71M | 1.73% | 16 |
|