MAG
Mokosak Advisory Group’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 | $3.22M | Sell |
29,388
-1,254
| -4% | -$137K | 0.91% | 14 |
|
|
2025
Q1 | $3.33M | Buy |
30,642
+1,574
| +5% | +$171K | 1.03% | 13 |
|
|
2024
Q4 | $3.11M | Buy |
29,068
+892
| +3% | +$95.3K | 0.93% | 14 |
|
|
2024
Q3 | $3.18M | Sell |
28,176
-1,375
| -5% | -$155K | 0.95% | 14 |
|
|
2024
Q2 | $3.17M | Buy |
29,551
+34
| +0.1% | +$3.64K | 1.05% | 14 |
|
|
2024
Q1 | $3.21M | Buy |
29,517
+1,725
| +6% | +$188K | 1.06% | 14 |
|
|
2023
Q4 | $3.08M | Buy |
27,792
+598
| +2% | +$66.2K | 1.1% | 14 |
|
|
2023
Q3 | $2.77M | Buy |
27,194
+891
| +3% | +$90.9K | 1.13% | 14 |
|
|
2023
Q2 | $2.84M | Buy |
26,303
+620
| +2% | +$67K | 1.12% | 14 |
|
|
2023
Q1 | $2.82M | Sell |
25,683
-185
| -0.7% | -$20.3K | 1.2% | 14 |
|
|
2022
Q4 | $2.73M | Sell |
25,868
-1,483
| -5% | -$156K | 1.22% | 13 |
|
|
2022
Q3 | $2.8M | Buy |
27,351
+5,287
| +24% | +$541K | 1.38% | 14 |
|
|
2022
Q2 | $2.43M | Sell |
22,064
-259
| -1% | -$28.5K | 1.16% | 13 |
|
|
2022
Q1 | $2.7M | Buy |
22,323
+859
| +4% | +$104K | 1.09% | 13 |
|
|
2021
Q4 | $2.84M | Buy |
21,464
+1,199
| +6% | +$159K | 1.09% | 13 |
|
|
2021
Q3 | $2.7M | Buy |
20,265
+306
| +2% | +$40.7K | 1.12% | 13 |
|
|
2021
Q2 | $2.68M | Buy |
19,959
+592
| +3% | +$79.5K | 1.13% | 13 |
|
|
2021
Q1 | $2.51M | Buy |
19,367
+2,624
| +16% | +$341K | 1.13% | 13 |
|
|
2020
Q4 | $2.31M | Sell |
16,743
-1,247
| -7% | -$172K | 1.11% | 13 |
|
|
2020
Q3 | $2.42M | Sell |
17,990
-589
| -3% | -$79.4K | 1.39% | 11 |
|
|
2020
Q2 | $2.5M | Buy |
18,579
+4,924
| +36% | +$662K | 1.52% | 11 |
|
|
2020
Q1 | $1.69M | Buy |
+13,655
| New | +$1.69M | 1.26% | 11 |
|