Investment House LLC’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 | $799K | Sell |
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|
2025
Q2 | $829K | Hold |
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|
2025
Q1 | $822K | Sell |
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|
2024
Q4 | $851K | Hold |
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|
2024
Q3 | $900K | Hold |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $869K | Hold |
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|
2023
Q2 | $921K | Hold |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $912K | Hold |
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|
2022
Q3 | $886K | Hold |
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|
2022
Q2 | $952K | Hold |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $641K | Hold |
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|
2019
Q3 | $639K | Hold |
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|
2019
Q2 | $623K | Hold |
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|
2019
Q1 | $596K | Hold |
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|
2018
Q4 | $565K | Sell |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $682K | Hold |
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|
2018
Q1 | $698K | Buy |
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|
2017
Q4 | $703K | Buy |
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|
2017
Q3 | $584K | Buy |
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|
2017
Q2 | $343K | Sell |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $230K | Hold |
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|
2016
Q3 | $242K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $224K | Hold |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $227K | Hold |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $237K | Sell |
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|
2014
Q3 | $236K | Sell |
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|
2014
Q2 | $274K | Sell |
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|
2014
Q1 | $753K | Buy |
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|
2013
Q4 | $665K | Sell |
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|
2013
Q3 | $780K | Sell |
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|
2013
Q2 | $795K | Buy |
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