Mount Yale Investment Advisors’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 | $1.98K | Buy |
+18
| New | +$1.98K | ﹤0.01% | 1333 |
|
|
2024
Q2 | – | Sell |
-2,804
| Closed | -$305K | – | 550 |
|
|
2024
Q1 | $305K | Sell |
2,804
-4,652
| -62% | -$507K | 0.02% | 445 |
|
|
2023
Q4 | $825K | Buy |
7,456
+2,412
| +48% | +$267K | 0.08% | 232 |
|
|
2023
Q3 | $515K | Buy |
+5,044
| New | +$515K | 0.06% | 303 |
|
|
2021
Q2 | – | Sell |
-6,419
| Closed | -$835K | – | 437 |
|
|
2021
Q1 | $835K | Sell |
6,419
-5,036
| -44% | -$655K | 0.11% | 196 |
|
|
2020
Q4 | $1.58M | Buy |
11,455
+1,355
| +13% | +$187K | 0.22% | 103 |
|
|
2020
Q3 | $1.36M | Buy |
10,100
+3,592
| +55% | +$484K | 0.19% | 108 |
|
|
2020
Q2 | $875K | Buy |
+6,508
| New | +$875K | 0.16% | 141 |
|