Money Design’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 | $171M | Buy |
1,558,854
+89,453
| +6% | +$9.8M | 7.98% | 3 |
|
|
2025
Q1 | $160M | Sell |
1,469,401
-830
| -0.1% | -$90.2K | 7.96% | 3 |
|
|
2024
Q4 | $157M | Buy |
1,470,231
+60,163
| +4% | +$6.44M | 8.08% | 2 |
|
|
2024
Q3 | $159M | Buy |
1,410,068
+83,156
| +6% | +$9.39M | 7.93% | 1 |
|
|
2024
Q2 | $142M | Buy |
1,326,912
+68,801
| +5% | +$7.37M | 7.66% | 3 |
|
|
2024
Q1 | $137M | Buy |
1,258,111
+288,093
| +30% | +$31.4M | 7.46% | 3 |
|
|
2023
Q4 | $107M | Buy |
970,018
+281,460
| +41% | +$31.1M | 6.06% | 4 |
|
|
2023
Q3 | $70.2M | Buy |
688,558
+72,089
| +12% | +$7.35M | 4.27% | 5 |
|
|
2023
Q2 | $66.7M | Buy |
616,469
+35,404
| +6% | +$3.83M | 3.95% | 6 |
|
|
2023
Q1 | $63.7M | Buy |
581,065
+52,881
| +10% | +$5.8M | 3.76% | 7 |
|
|
2022
Q4 | $55.7M | Buy |
528,184
+181,113
| +52% | +$19.1M | 3.49% | 8 |
|
|
2022
Q3 | $35.6M | Buy |
347,071
+31,378
| +10% | +$3.21M | 2.52% | 11 |
|
|
2022
Q2 | $34.7M | Buy |
+315,693
| New | +$34.7M | 2.6% | 10 |
|
|
2021
Q3 | – | Sell |
-7,299
| Closed | -$981K | – | 67 |
|
|
2021
Q2 | $981K | Sell |
7,299
-86,170
| -92% | -$11.6M | 0.1% | 49 |
|
|
2021
Q1 | $12.2M | Buy |
93,469
+9,548
| +11% | +$1.24M | 1.42% | 25 |
|
|
2020
Q4 | $11.6M | Sell |
83,921
-64,573
| -43% | -$8.92M | 1.33% | 27 |
|
|
2020
Q3 | $20M | Sell |
148,494
-49,130
| -25% | -$6.62M | 2.4% | 15 |
|
|
2020
Q2 | $26.6M | Sell |
197,624
-58,174
| -23% | -$7.82M | 3.79% | 8 |
|
|
2020
Q1 | $31.6M | Buy |
255,798
+12,532
| +5% | +$1.55M | 5.59% | 4 |
|
|
2019
Q4 | $31.3M | Buy |
243,266
+28,438
| +13% | +$3.65M | 5.53% | 6 |
|
|
2019
Q3 | $27.4M | Buy |
214,828
+26,325
| +14% | +$3.36M | 5.76% | 5 |
|
|
2019
Q2 | $23.4M | Buy |
188,503
+10,429
| +6% | +$1.3M | 5.58% | 7 |
|
|
2019
Q1 | $21.2M | Sell |
178,074
-58,763
| -25% | -$7M | 5.64% | 3 |
|
|
2018
Q4 | $26.7M | Buy |
236,837
+13,738
| +6% | +$1.55M | 8.48% | 2 |
|
|
2018
Q3 | $25.6M | Buy |
223,099
+28,604
| +15% | +$3.29M | 8.18% | 2 |
|
|
2018
Q2 | $22.3M | Buy |
194,495
+31,181
| +19% | +$3.57M | 8.12% | 3 |
|
|
2018
Q1 | $19.2M | Buy |
163,314
+39,886
| +32% | +$4.68M | 7.96% | 4 |
|
|
2017
Q4 | $15M | Buy |
123,428
+34,776
| +39% | +$4.23M | 8.78% | 2 |
|
|
2017
Q3 | $10.7M | Buy |
+88,652
| New | +$10.7M | 9.15% | 2 |
|