Investment House LLC’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 | $829K | Hold |
7,565
| – | – | 0.04% | 147 |
|
|
2025
Q1 | $822K | Sell |
7,565
-400
| -5% | -$43.5K | 0.05% | 147 |
|
|
2024
Q4 | $851K | Hold |
7,965
| – | – | 0.05% | 141 |
|
|
2024
Q3 | $900K | Hold |
7,965
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $853K | Sell |
7,965
-300
| -4% | -$32.1K | 0.05% | 137 |
|
|
2024
Q1 | $900K | Sell |
8,265
-100
| -1% | -$10.9K | 0.05% | 130 |
|
|
2023
Q4 | $926K | Sell |
8,365
-150
| -2% | -$16.6K | 0.07% | 123 |
|
|
2023
Q3 | $869K | Hold |
8,515
| – | – | 0.07% | 122 |
|
|
2023
Q2 | $921K | Hold |
8,515
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $933K | Sell |
8,515
-135
| -2% | -$14.8K | 0.08% | 117 |
|
|
2022
Q4 | $912K | Hold |
8,650
| – | – | 0.09% | 102 |
|
|
2022
Q3 | $886K | Hold |
8,650
| – | – | 0.08% | 105 |
|
|
2022
Q2 | $952K | Hold |
8,650
| – | – | 0.08% | 102 |
|
|
2022
Q1 | $1.05M | Sell |
8,650
-205
| -2% | -$24.8K | 0.08% | 106 |
|
|
2021
Q4 | $1.17M | Sell |
8,855
-200
| -2% | -$26.5K | 0.08% | 105 |
|
|
2021
Q3 | $1.21M | Sell |
9,055
-300
| -3% | -$39.9K | 0.09% | 104 |
|
|
2021
Q2 | $1.26M | Sell |
9,355
-465
| -5% | -$62.4K | 0.09% | 112 |
|
|
2021
Q1 | $1.28M | Sell |
9,820
-380
| -4% | -$49.4K | 0.1% | 104 |
|
|
2020
Q4 | $1.41M | Buy |
10,200
+150
| +1% | +$20.7K | 0.1% | 109 |
|
|
2020
Q3 | $1.35M | Buy |
10,050
+747
| +8% | +$101K | 0.11% | 108 |
|
|
2020
Q2 | $1.25M | Buy |
9,303
+2,428
| +35% | +$327K | 0.11% | 102 |
|
|
2020
Q1 | $849K | Buy |
6,875
+1,865
| +37% | +$230K | 0.1% | 106 |
|
|
2019
Q4 | $641K | Hold |
5,010
| – | – | 0.06% | 138 |
|
|
2019
Q3 | $639K | Hold |
5,010
| – | – | 0.06% | 132 |
|
|
2019
Q2 | $623K | Hold |
5,010
| – | – | 0.07% | 129 |
|
|
2019
Q1 | $596K | Hold |
5,010
| – | – | 0.06% | 133 |
|
|
2018
Q4 | $565K | Sell |
5,010
-805
| -14% | -$90.8K | 0.07% | 125 |
|
|
2018
Q3 | $668K | Sell |
5,815
-135
| -2% | -$15.5K | 0.07% | 124 |
|
|
2018
Q2 | $682K | Hold |
5,950
| – | – | 0.08% | 125 |
|
|
2018
Q1 | $698K | Buy |
5,950
+170
| +3% | +$19.9K | 0.09% | 124 |
|
|
2017
Q4 | $703K | Buy |
5,780
+960
| +20% | +$117K | 0.09% | 122 |
|
|
2017
Q3 | $584K | Buy |
4,820
+1,975
| +69% | +$239K | 0.08% | 129 |
|
|
2017
Q2 | $343K | Sell |
2,845
-186
| -6% | -$22.4K | 0.05% | 159 |
|
|
2017
Q1 | $357K | Buy |
3,031
+1,065
| +54% | +$125K | 0.05% | 156 |
|
|
2016
Q4 | $230K | Hold |
1,966
| – | – | 0.04% | 172 |
|
|
2016
Q3 | $242K | Hold |
1,966
| – | – | 0.04% | 173 |
|
|
2016
Q2 | $241K | Hold |
1,966
| – | – | 0.04% | 167 |
|
|
2016
Q1 | $234K | Hold |
1,966
| – | – | 0.04% | 171 |
|
|
2015
Q4 | $224K | Hold |
1,966
| – | – | 0.04% | 159 |
|
|
2015
Q3 | $228K | Hold |
1,966
| – | – | 0.04% | 148 |
|
|
2015
Q2 | $227K | Hold |
1,966
| – | – | 0.04% | 155 |
|
|
2015
Q1 | $239K | Sell |
1,966
-15
| -0.8% | -$1.82K | 0.04% | 147 |
|
|
2014
Q4 | $237K | Sell |
1,981
-18
| -0.9% | -$2.15K | 0.04% | 148 |
|
|
2014
Q3 | $236K | Sell |
1,999
-295
| -13% | -$34.8K | 0.04% | 146 |
|
|
2014
Q2 | $274K | Sell |
2,294
-4,151
| -64% | -$496K | 0.05% | 139 |
|
|
2014
Q1 | $753K | Buy |
6,445
+625
| +11% | +$73K | 0.13% | 109 |
|
|
2013
Q4 | $665K | Sell |
5,820
-1,055
| -15% | -$121K | 0.12% | 111 |
|
|
2013
Q3 | $780K | Sell |
6,875
-120
| -2% | -$13.6K | 0.16% | 94 |
|
|
2013
Q2 | $795K | Buy |
+6,995
| New | +$795K | 0.17% | 91 |
|