Jones Financial Companies’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 | $9.34M | Buy |
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2025
Q2 | $3.88M | Buy |
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2025
Q1 | $3.26M | Sell |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $12K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $81K | Sell |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $127K | Sell |
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|
2020
Q4 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $298K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $218K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $12K | Sell |
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|
2013
Q2 | $76K | Buy |
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