LA
LexAurum Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
17,451
| – | – | 0.3% | 65 |
|
|
2025
Q1 | $1.9M | Hold |
17,451
| – | – | 0.36% | 51 |
|
|
2024
Q4 | $1.86M | Buy |
17,451
+219
| +1% | +$23.4K | 0.37% | 53 |
|
|
2024
Q3 | $1.95M | Buy |
17,232
+3,250
| +23% | +$367K | 0.43% | 44 |
|
|
2024
Q2 | $1.5M | Buy |
13,982
+2,978
| +27% | +$319K | 0.37% | 53 |
|
|
2024
Q1 | $1.2M | Buy |
11,004
+2,534
| +30% | +$276K | 0.3% | 70 |
|
|
2023
Q4 | $937K | Buy |
8,470
+2,258
| +36% | +$250K | 0.25% | 90 |
|
|
2023
Q3 | $634K | Buy |
+6,212
| New | +$634K | 0.19% | 116 |
|
|
2022
Q3 | – | Sell |
-1,895
| Closed | -$208K | – | 255 |
|
|
2022
Q2 | $208K | Sell |
1,895
-651
| -26% | -$71.5K | 0.08% | 226 |
|
|
2022
Q1 | $308K | Sell |
2,546
-301
| -11% | -$36.4K | 0.1% | 182 |
|
|
2021
Q4 | $377K | Sell |
2,847
-412
| -13% | -$54.6K | 0.12% | 170 |
|
|
2021
Q3 | $434K | Sell |
3,259
-104
| -3% | -$13.9K | 0.13% | 181 |
|
|
2021
Q2 | $452K | Sell |
3,363
-15,874
| -83% | -$2.13M | 0.13% | 173 |
|
|
2021
Q1 | $2.5M | Buy |
19,237
+1,251
| +7% | +$163K | 0.86% | 24 |
|
|
2020
Q4 | $2.48M | Buy |
17,986
+16,090
| +849% | +$2.22M | 0.89% | 21 |
|
|
2020
Q3 | $255K | Buy |
+1,896
| New | +$255K | 0.1% | 188 |
|
|
2018
Q2 | – | Sell |
-9,611
| Closed | -$1.13M | – | 153 |
|
|
2018
Q1 | $1.13M | Buy |
9,611
+731
| +8% | +$85.8K | 0.95% | 29 |
|
|
2017
Q4 | $1.07M | Buy |
+8,880
| New | +$1.07M | 1% | 30 |
|