Larson Financial Group’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 | $289K | Buy |
2,635
+13
| +0.5% | +$1.43K | 0.01% | 585 |
|
|
2025
Q1 | $285K | Buy |
2,622
+32
| +1% | +$3.48K | 0.01% | 541 |
|
|
2024
Q4 | $277K | Buy |
2,590
+125
| +5% | +$13.4K | 0.01% | 494 |
|
|
2024
Q3 | $278K | Buy |
2,465
+16
| +0.7% | +$1.81K | 0.02% | 490 |
|
|
2024
Q2 | $262K | Buy |
2,449
+271
| +12% | +$29K | 0.02% | 393 |
|
|
2024
Q1 | $237K | Buy |
2,178
+84
| +4% | +$9.15K | 0.02% | 361 |
|
|
2023
Q4 | $232K | Buy |
2,094
+97
| +5% | +$10.7K | 0.02% | 322 |
|
|
2023
Q3 | $204K | Buy |
1,997
+100
| +5% | +$10.2K | 0.02% | 319 |
|
|
2023
Q2 | $205K | Sell |
1,897
-6,191
| -77% | -$670K | 0.02% | 315 |
|
|
2023
Q1 | $887K | Buy |
8,088
+6,816
| +536% | +$747K | 0.1% | 163 |
|
|
2022
Q4 | $134K | Sell |
1,272
-5,872
| -82% | -$619K | 0.02% | 363 |
|
|
2022
Q3 | $732K | Buy |
7,144
+5,897
| +473% | +$604K | 0.1% | 146 |
|
|
2022
Q2 | $137K | Buy |
1,247
+72
| +6% | +$7.91K | 0.02% | 221 |
|
|
2022
Q1 | $142K | Buy |
1,175
+124
| +12% | +$15K | 0.02% | 234 |
|
|
2021
Q4 | $139K | Buy |
1,051
+936
| +814% | +$124K | 0.02% | 234 |
|
|
2021
Q3 | $15K | Hold |
115
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $15K | Sell |
115
-160
| -58% | -$20.9K | ﹤0.01% | 491 |
|
|
2021
Q1 | $36K | Sell |
275
-86
| -24% | -$11.3K | 0.01% | 307 |
|
|
2020
Q4 | $50K | Sell |
361
-44
| -11% | -$6.09K | 0.02% | 219 |
|
|
2020
Q3 | $55K | Buy |
405
+119
| +42% | +$16.2K | 0.02% | 186 |
|
|
2020
Q2 | $38K | Buy |
286
+6
| +2% | +$797 | 0.02% | 214 |
|
|
2020
Q1 | $35K | Sell |
280
-23
| -8% | -$2.88K | 0.02% | 179 |
|
|
2019
Q4 | $39K | Buy |
303
+88
| +41% | +$11.3K | 0.02% | 170 |
|
|
2019
Q3 | $27K | Buy |
215
+2
| +0.9% | +$251 | 0.02% | 193 |
|
|
2019
Q2 | $26K | Buy |
213
+19
| +10% | +$2.32K | 0.02% | 168 |
|
|
2019
Q1 | $23K | Buy |
194
+100
| +106% | +$11.9K | 0.02% | 162 |
|
|
2018
Q4 | $11K | Buy |
+94
| New | +$11K | 0.01% | 211 |
|