Mutual Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mutual Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.4M	Sell	67,910 -1,884	-3%	-$205K	0.18%	109
2025 Q1	$7.54M	Sell	69,794 -5,531	-7%	-$597K	0.22%	91
2024 Q4	$8.04M	Buy	75,325 +5,308	+8%	+$566K	0.23%	81
2024 Q3	$7.67M	Sell	70,017 -5,312	-7%	-$582K	0.22%	80
2024 Q2	$8.2M	Buy	75,329 +26,619	+55%	+$2.9M	0.25%	76
2024 Q1	$5.31M	Buy	48,710 +522	+1%	+$56.9K	0.17%	118
2023 Q4	$5.33M	Sell	48,188 -998	-2%	-$110K	0.19%	118
2023 Q3	$5.02M	Sell	49,186 -26,722	-35%	-$2.73M	0.2%	106
2023 Q2	$8.21M	Sell	75,908 -2,363	-3%	-$256K	0.31%	61
2023 Q1	$8.58M	Sell	78,271 -10,837	-12%	-$1.19M	0.35%	49
2022 Q4	$9.39M	Buy	89,108 +62,891	+240%	+$6.63M	0.42%	36
2022 Q3	$2.69M	Buy	26,217 +12,515	+91%	+$1.28M	0.14%	150
2022 Q2	$1.51M	Sell	13,702 -10,812	-44%	-$1.19M	0.1%	239
2022 Q1	$2.97M	Sell	24,514 -4,024	-14%	-$487K	0.17%	143
2021 Q4	$3.78M	Sell	28,538 -44,250	-61%	-$5.86M	0.2%	106
2021 Q3	$9.68M	Buy	72,788 +22,852	+46%	+$3.04M	0.57%	26
2021 Q2	$6.71M	Sell	49,936 -238	-0.5%	-$32K	0.4%	51
2021 Q1	$6.53M	Sell	50,174 -13,027	-21%	-$1.69M	0.45%	47
2020 Q4	$8.73M	Buy	63,201 +36,173	+134%	+$5M	0.65%	24
2020 Q3	$3.64M	Sell	27,028 -35,525	-57%	-$4.79M	0.32%	70
2020 Q2	$8.41M	Buy	62,553 +39,004	+166%	+$5.25M	0.83%	17
2020 Q1	$2.91M	Buy	23,549 +5,265	+29%	+$650K	0.39%	54
2019 Q4	$2.34M	Buy	18,284 +375	+2%	+$48K	0.25%	99
2019 Q3	$2.28M	Buy	17,909 +90	+0.5%	+$11.5K	0.3%	81
2019 Q2	$2.22M	Buy	17,819 +6,009	+51%	+$747K	0.29%	74
2019 Q1	$1.41M	Buy	11,810 +479	+4%	+$57K	0.21%	115
2018 Q4	$1.28M	Sell	11,331 -1,619	-13%	-$183K	0.25%	97
2018 Q3	$1.49M	Sell	12,950 -1,356	-9%	-$156K	0.23%	108
2018 Q2	$1.64M	Sell	14,306 -551	-4%	-$63.1K	0.37%	68
2018 Q1	$1.74M	Sell	14,857 -233	-2%	-$27.4K	0.44%	44
2017 Q4	$1.83M	Buy	+15,090	New	+$1.83M	0.69%	31