Laurel Wealth Advisors (North Carolina)’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 | $10.6M | Buy |
1,167,018
+1,156,177
| +10,665% | +$10.5M | 0.15% | 102 |
|
|
2025
Q1 | $1.18M | Sell |
10,841
-520
| -5% | -$56.5K | 0.18% | 101 |
|
|
2024
Q4 | $1.21M | Sell |
11,361
-150
| -1% | -$16K | 0.19% | 99 |
|
|
2024
Q3 | $1.3M | Sell |
11,511
-490
| -4% | -$55.4K | 0.21% | 96 |
|
|
2024
Q2 | $1.29M | Sell |
12,001
-200
| -2% | -$21.4K | 0.22% | 91 |
|
|
2024
Q1 | $1.33M | Sell |
12,201
-280
| -2% | -$30.5K | 0.23% | 93 |
|
|
2023
Q4 | $1.38M | Buy |
12,481
+260
| +2% | +$28.8K | 0.26% | 81 |
|
|
2023
Q3 | $1.25M | Buy |
12,221
+1,368
| +13% | +$140K | 0.26% | 82 |
|
|
2023
Q2 | $1.17M | Buy |
10,853
+40
| +0.4% | +$4.33K | 0.24% | 86 |
|
|
2023
Q1 | $1.19M | Buy |
10,813
+1,919
| +22% | +$210K | 0.25% | 83 |
|
|
2022
Q4 | $938K | Buy |
8,894
+3,553
| +67% | +$375K | 0.21% | 89 |
|
|
2022
Q3 | $547K | Buy |
5,341
+1,260
| +31% | +$129K | 0.14% | 107 |
|
|
2022
Q2 | $449K | Sell |
4,081
-3,113
| -43% | -$342K | 0.11% | 116 |
|
|
2022
Q1 | $870K | Sell |
7,194
-1,896
| -21% | -$229K | 0.18% | 101 |
|
|
2021
Q4 | $1.21M | Sell |
9,090
-550
| -6% | -$72.9K | 0.25% | 84 |
|
|
2021
Q3 | $1.28M | Buy |
9,640
+7
| +0.1% | +$931 | 0.28% | 76 |
|
|
2021
Q2 | $1.29M | Sell |
9,633
-244
| -2% | -$32.8K | 0.28% | 78 |
|
|
2021
Q1 | $1.28M | Buy |
9,877
+319
| +3% | +$41.5K | 0.31% | 73 |
|
|
2020
Q4 | $1.32M | Sell |
9,558
-131
| -1% | -$18.1K | 0.34% | 71 |
|
|
2020
Q3 | $1.31M | Buy |
9,689
+8
| +0.1% | +$1.08K | 0.39% | 65 |
|
|
2020
Q2 | $1.3M | Sell |
9,681
-42
| -0.4% | -$5.65K | 0.43% | 65 |
|
|
2020
Q1 | $1.2M | Sell |
9,723
-1,019
| -9% | -$126K | 0.45% | 67 |
|
|
2019
Q4 | $1.38M | Sell |
10,742
-535
| -5% | -$68.5K | 0.43% | 64 |
|
|
2019
Q3 | $1.44M | Buy |
11,277
+1,375
| +14% | +$175K | 0.49% | 62 |
|
|
2019
Q2 | $1.23M | Sell |
9,902
-422
| -4% | -$52.5K | 0.43% | 64 |
|
|
2019
Q1 | $1.23M | Sell |
10,324
-210
| -2% | -$25K | 0.45% | 63 |
|
|
2018
Q4 | $1.19M | Buy |
+10,534
| New | +$1.19M | 0.48% | 57 |
|