Meeder Advisory 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
Q2 | – | Sell |
-34,199
| Closed | -$3.72M | – | 627 |
|
|
2025
Q1 | $3.72M | Buy |
34,199
+1,243
| +4% | +$135K | 0.22% | 70 |
|
|
2024
Q4 | $3.52M | Sell |
32,956
-3,596
| -10% | -$384K | 0.22% | 72 |
|
|
2024
Q3 | $4.13M | Buy |
36,552
+5,381
| +17% | +$608K | 0.27% | 57 |
|
|
2024
Q2 | $3.34M | Buy |
31,171
+4,693
| +18% | +$503K | 0.24% | 70 |
|
|
2024
Q1 | $2.88M | Buy |
26,478
+253
| +1% | +$27.6K | 0.29% | 57 |
|
|
2023
Q4 | $2.9M | Sell |
26,225
-40
| -0.2% | -$4.43K | 0.33% | 47 |
|
|
2023
Q3 | $2.68M | Buy |
26,265
+2,974
| +13% | +$303K | 0.34% | 45 |
|
|
2023
Q2 | $2.52M | Buy |
23,291
+8,496
| +57% | +$919K | 0.27% | 60 |
|
|
2023
Q1 | $1.62M | Buy |
14,795
+2,494
| +20% | +$273K | 0.19% | 100 |
|
|
2022
Q4 | $1.3M | Buy |
+12,301
| New | +$1.3M | 0.16% | 111 |
|