MidWestOne 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 | $2.61M | Sell |
23,834
-11,754
| -33% | -$1.29M | 0.34% | 68 |
|
|
2025
Q1 | $3.87M | Buy |
35,588
+8,703
| +32% | +$946K | 0.55% | 30 |
|
|
2024
Q4 | $2.87M | Buy |
26,885
+1,826
| +7% | +$195K | 0.4% | 58 |
|
|
2024
Q3 | $2.83M | Buy |
+25,059
| New | +$2.83M | 0.39% | 56 |
|
|
2020
Q4 | – | Sell |
-2,226
| Closed | -$300K | – | 215 |
|
|
2020
Q3 | $300K | Hold |
2,226
| – | – | 0.1% | 168 |
|
|
2020
Q2 | $299K | Hold |
2,226
| – | – | 0.12% | 110 |
|
|
2020
Q1 | $275K | Hold |
2,226
| – | – | 0.1% | 162 |
|
|
2019
Q4 | $284K | Buy |
+2,226
| New | +$284K | 0.06% | 195 |
|