Key Financial Inc’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 | $214K | Hold |
1,952
| – | – | 0.04% | 266 |
|
|
2025
Q1 | $212K | Hold |
1,952
| – | – | 0.05% | 258 |
|
|
2024
Q4 | $209K | Hold |
1,952
| – | – | 0.05% | 248 |
|
|
2024
Q3 | $221K | Hold |
1,952
| – | – | 0.05% | 237 |
|
|
2024
Q2 | $209K | Hold |
1,952
| – | – | 0.05% | 239 |
|
|
2024
Q1 | $213K | Hold |
1,952
| – | – | 0.05% | 225 |
|
|
2023
Q4 | $216K | Sell |
1,952
-605
| -24% | -$66.9K | 0.06% | 214 |
|
|
2023
Q3 | $261K | Hold |
2,557
| – | – | 0.09% | 176 |
|
|
2023
Q2 | $277K | Hold |
2,557
| – | – | 0.09% | 175 |
|
|
2023
Q1 | $280K | Buy |
2,557
+1,777
| +228% | +$195K | 0.1% | 160 |
|
|
2022
Q4 | $79.9K | Hold |
780
| – | – | 0.04% | 287 |
|
|
2022
Q3 | $80K | Hold |
780
| – | – | 0.04% | 291 |
|
|
2022
Q2 | $87K | Sell |
780
-31
| -4% | -$3.46K | 0.05% | 265 |
|
|
2022
Q1 | $98K | Buy |
811
+302
| +59% | +$36.5K | 0.05% | 253 |
|
|
2021
Q4 | $67K | Buy |
509
+7
| +1% | +$921 | 0.03% | 304 |
|
|
2021
Q3 | $67K | Hold |
502
| – | – | 0.04% | 296 |
|
|
2021
Q2 | $68K | Buy |
502
+470
| +1,469% | +$63.7K | 0.04% | 299 |
|
|
2021
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 623 |
|
|
2020
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 587 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 397 |
|
|
2020
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 646 |
|