Kohmann Bosshard Financial Services’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
Q1 | – | Sell |
-575
| Closed | -$61.4K | – | 570 |
|
|
2024
Q4 | $61.4K | Buy |
+575
| New | +$61.4K | 0.01% | 306 |
|
|
2022
Q4 | – | Sell |
-3,105
| Closed | -$318K | – | 162 |
|
|
2022
Q3 | $318K | Sell |
3,105
-1,264
| -29% | -$129K | 0.07% | 99 |
|
|
2022
Q2 | $481K | Hold |
4,369
| – | – | 0.11% | 76 |
|
|
2022
Q1 | $528K | Hold |
4,369
| – | – | 0.1% | 75 |
|
|
2021
Q4 | $579K | Hold |
4,369
| – | – | 0.12% | 65 |
|
|
2021
Q3 | $581K | Hold |
4,369
| – | – | 0.13% | 63 |
|
|
2021
Q2 | $587K | Sell |
4,369
-843
| -16% | -$113K | 0.13% | 62 |
|
|
2021
Q1 | $678K | Sell |
5,212
-128
| -2% | -$16.7K | 0.18% | 57 |
|
|
2020
Q4 | $738K | Sell |
5,340
-800
| -13% | -$111K | 0.23% | 52 |
|
|
2020
Q3 | $827K | Hold |
6,140
| – | – | 0.3% | 49 |
|
|
2020
Q2 | $826K | Buy |
6,140
+1,083
| +21% | +$146K | 0.31% | 49 |
|
|
2020
Q1 | $625K | Hold |
5,057
| – | – | 0.27% | 51 |
|
|
2019
Q4 | $647K | Hold |
5,057
| – | – | 0.24% | 47 |
|
|
2019
Q3 | $645K | Hold |
5,057
| – | – | 0.25% | 46 |
|
|
2019
Q2 | $629K | Hold |
5,057
| – | – | 0.26% | 46 |
|
|
2019
Q1 | $602K | Sell |
5,057
-277
| -5% | -$33K | 0.28% | 48 |
|
|
2018
Q4 | $602K | Sell |
5,334
-164
| -3% | -$18.5K | 0.33% | 46 |
|
|
2018
Q3 | $632K | Buy |
5,498
+27
| +0.5% | +$3.1K | 0.31% | 38 |
|
|
2018
Q2 | $627K | Sell |
5,471
-109
| -2% | -$12.5K | 0.35% | 36 |
|
|
2018
Q1 | $655K | Sell |
5,580
-77
| -1% | -$9.04K | 0.39% | 35 |
|
|
2017
Q4 | $688K | Sell |
5,657
-535
| -9% | -$65.1K | 0.44% | 36 |
|
|
2017
Q3 | $751K | Buy |
+6,192
| New | +$751K | 0.53% | 35 |
|
|
2017
Q1 | $725K | Sell |
6,145
-974
| -14% | -$115K | 0.62% | 35 |
|
|
2016
Q4 | $834K | Buy |
+7,119
| New | +$834K | 0.78% | 31 |
|