JPLA
Joseph P. Lucia & Associates’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 | $3.73M | Buy |
34,004
+362
| +1% | +$39.7K | 1.53% | 19 |
|
|
2025
Q1 | $3.66M | Buy |
33,642
+625
| +2% | +$67.9K | 1.67% | 18 |
|
|
2024
Q4 | $3.53M | Buy |
33,017
+5,276
| +19% | +$564K | 1.57% | 20 |
|
|
2024
Q3 | $3.13M | Buy |
27,741
+8,359
| +43% | +$944K | 1.44% | 22 |
|
|
2024
Q2 | $2.08M | Buy |
19,382
+1,176
| +6% | +$126K | 1.06% | 31 |
|
|
2024
Q1 | $1.98M | Buy |
18,206
+14,859
| +444% | +$1.62M | 1.06% | 35 |
|
|
2023
Q4 | $370K | Sell |
3,347
-217
| -6% | -$24K | 0.23% | 82 |
|
|
2023
Q3 | $364K | Buy |
3,564
+360
| +11% | +$36.7K | 0.25% | 81 |
|
|
2023
Q2 | $347K | Hold |
3,204
| – | – | 0.23% | 86 |
|
|
2023
Q1 | $351K | Sell |
3,204
-178
| -5% | -$19.5K | 0.24% | 82 |
|
|
2022
Q4 | $357K | Hold |
3,382
| – | – | 0.27% | 81 |
|
|
2022
Q3 | $347K | Buy |
3,382
+25
| +0.7% | +$2.57K | 0.27% | 77 |
|
|
2022
Q2 | $369K | Sell |
3,357
-330
| -9% | -$36.3K | 0.26% | 71 |
|
|
2022
Q1 | $446K | Sell |
3,687
-3,211
| -47% | -$388K | 0.27% | 70 |
|
|
2021
Q4 | $914K | Sell |
6,898
-1,439
| -17% | -$191K | 0.58% | 48 |
|
|
2021
Q3 | $1.11M | Sell |
8,337
-413
| -5% | -$54.9K | 0.66% | 44 |
|
|
2021
Q2 | $1.18M | Buy |
8,750
+285
| +3% | +$38.3K | 0.7% | 40 |
|
|
2021
Q1 | $1.1M | Buy |
8,465
+471
| +6% | +$61.3K | 0.49% | 47 |
|
|
2020
Q4 | $1.1M | Buy |
7,994
+598
| +8% | +$82.6K | 0.77% | 44 |
|
|
2020
Q3 | $996K | Buy |
7,396
+845
| +13% | +$114K | 0.93% | 39 |
|
|
2020
Q2 | $881K | Buy |
6,551
+4,579
| +232% | +$616K | 0.79% | 40 |
|
|
2020
Q1 | $244K | Buy |
1,972
+166
| +9% | +$20.5K | 0.27% | 73 |
|
|
2019
Q4 | $231K | Sell |
1,806
-131
| -7% | -$16.8K | 0.21% | 82 |
|
|
2019
Q3 | $247K | Sell |
1,937
-274
| -12% | -$34.9K | 0.25% | 78 |
|
|
2019
Q2 | $275K | Sell |
2,211
-186,006
| -99% | -$23.1M | 0.29% | 76 |
|
|
2019
Q1 | $1.59K | Buy |
+188,217
| New | +$1.59K | 0.12% | 94 |
|