Merit 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 | $2.18M | Buy |
19,854
+13,172
| +197% | +$1.44M | 0.02% | 491 |
|
|
2025
Q1 | $726K | Sell |
6,682
-949
| -12% | -$103K | 0.01% | 780 |
|
|
2024
Q4 | $815K | Sell |
7,631
-1,182
| -13% | -$126K | 0.01% | 556 |
|
|
2024
Q3 | $996K | Buy |
8,813
+4,658
| +112% | +$526K | 0.02% | 427 |
|
|
2024
Q2 | $445K | Sell |
4,155
-3,507
| -46% | -$376K | 0.01% | 608 |
|
|
2024
Q1 | $815K | Sell |
7,662
-32,881
| -81% | -$3.5M | 0.02% | 454 |
|
|
2023
Q4 | $4.49M | Buy |
40,543
+5,517
| +16% | +$611K | 0.14% | 107 |
|
|
2023
Q3 | $3.57M | Buy |
35,026
+15,197
| +77% | +$1.55M | 0.12% | 134 |
|
|
2023
Q2 | $2.14M | Buy |
19,829
+8,750
| +79% | +$946K | 0.07% | 213 |
|
|
2023
Q1 | $1.21M | Buy |
11,079
+1,517
| +16% | +$166K | 0.04% | 261 |
|
|
2022
Q4 | $1.01M | Buy |
9,562
+3,562
| +59% | +$376K | 0.04% | 296 |
|
|
2022
Q3 | $615K | Buy |
6,000
+1,305
| +28% | +$134K | 0.03% | 321 |
|
|
2022
Q2 | $517K | Buy |
4,695
+1,088
| +30% | +$120K | 0.02% | 347 |
|
|
2022
Q1 | $436K | Buy |
+3,607
| New | +$436K | 0.03% | 253 |
|