Level Four Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Level Four Advisory Services’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Buy	17,724 +342	+2%	+$37.7K	0.06%	293
2025 Q4	$1.92M	Sell	17,382 -62	-0.4%	-$6.89K	0.06%	285
2025 Q3	$1.94M	Sell	17,444 -1,012	-5%	-$111K	0.07%	275
2025 Q2	$2.02M	Sell	18,456 -11,571	-39%	-$1.24M	0.07%	257
2025 Q1	$3.26M	Buy	30,027 +12,278	+69%	+$1.32M	0.13%	191
2024 Q4	$1.9M	Buy	17,749 +14	+0.1%	+$1.53K	0.08%	247
2024 Q3	$1.93M	Buy	17,735 +6,489	+58%	+$718K	0.08%	241
2024 Q2	$1.2M	Sell	11,246 -1,766	-14%	-$188K	0.05%	295
2024 Q1	$1.44M	Hold	13,012	–	–	0.08%	250
2023 Q4	$1.44M	Buy	13,012 +775	+6%	+$80.7K	0.08%	249
2023 Q3	$1.25M	Sell	12,237 -118	-1%	-$12.4K	0.08%	252
2023 Q2	$1.34M	Buy	12,355 +168	+1%	+$18.2K	0.08%	242
2023 Q1	$1.34M	Buy	12,187 +700	+6%	+$75.8K	0.09%	230
2022 Q4	$1.21M	Buy	11,487 +4,242	+59%	+$444K	0.09%	221
2022 Q3	$742K	Sell	7,245 -176	-2%	-$19.4K	0.07%	245
2022 Q2	$816K	Sell	7,421 -526	-7%	-$59.4K	0.08%	253
2022 Q1	$961K	Sell	7,947 -1,597	-17%	-$199K	0.08%	250
2021 Q4	$1.26M	Buy	9,544 +6,906	+262%	+$918K	0.1%	213
2021 Q3	$351K	Sell	2,638 -8,520	-76%	-$1.15M	0.04%	355
2021 Q2	$1.5M	Sell	11,158 -2,292	-17%	-$302K	0.1%	213
2021 Q1	$1.75M	Buy	13,450 +1,080	+9%	+$144K	0.14%	166
2020 Q4	$1.71M	Buy	12,370 +1,279	+12%	+$174K	0.14%	164
2020 Q3	$1.49M	Sell	11,091 -1,912	-15%	-$261K	0.12%	177
2020 Q2	$1.75M	Buy	13,003 +420	+3%	+$54.6K	0.14%	167
2020 Q1	$1.55M	Sell	12,583 -2,067	-14%	-$263K	0.19%	133
2019 Q4	$2.41M	Sell	14,650 -1,306	-8%	-$166K	0.1%	201
2019 Q3	$2.03M	Sell	15,956 -2,670	-14%	-$336K	0.21%	107
2019 Q2	$2.32M	Buy	18,626 +128	+0.7%	+$15.4K	0.23%	98
2019 Q1	$2.2M	Sell	18,498 -577	-3%	-$66.8K	0.24%	91
2018 Q4	$2.15M	Buy	19,075 +1,198	+7%	+$135K	0.27%	87
2018 Q3	$2.06M	Sell	17,877 -174	-1%	-$20.1K	0.22%	107
2018 Q2	$2.07M	Buy	18,051 +292	+2%	+$33.6K	0.16%	135
2018 Q1	$2.08M	Buy	17,759 +1,943	+12%	+$230K	0.17%	118
2017 Q4	$1.92M	Buy	15,816 +1,470	+10%	+$178K	0.16%	129
2017 Q3	$1.74M	Buy	14,346 +1,965	+16%	+$237K	0.16%	129
2017 Q2	$1.46M	Hold	12,381	–	–	0.22%	107
2017 Q1	$1.46M	Buy	12,381 +548	+5%	+$64.4K	0.15%	142
2016 Q4	$1.39M	Buy	+11,833	New	+$1.41M	0.18%	125