Nations 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 | $228K | Buy |
+2,081
| New | +$228K | 0.02% | 616 |
|
|
2023
Q2 | – | Sell |
-2,173
| Closed | -$238K | – | 632 |
|
|
2023
Q1 | $238K | Sell |
2,173
-28
| -1% | -$3.07K | 0.03% | 536 |
|
|
2022
Q4 | $232K | Sell |
2,201
-65
| -3% | -$6.86K | 0.03% | 527 |
|
|
2022
Q3 | $232K | Sell |
2,266
-13
| -0.6% | -$1.33K | 0.03% | 463 |
|
|
2022
Q2 | $251K | Buy |
2,279
+278
| +14% | +$30.6K | 0.03% | 448 |
|
|
2022
Q1 | $242K | Sell |
2,001
-270
| -12% | -$32.7K | 0.03% | 467 |
|
|
2021
Q4 | $301K | Buy |
2,271
+4
| +0.2% | +$530 | 0.04% | 385 |
|
|
2021
Q3 | $302K | Sell |
2,267
-105
| -4% | -$14K | 0.05% | 359 |
|
|
2021
Q2 | $319K | Buy |
2,372
+612
| +35% | +$82.3K | 0.05% | 319 |
|
|
2021
Q1 | $229K | Buy |
1,760
+7
| +0.4% | +$911 | 0.05% | 323 |
|
|
2020
Q4 | $242K | Buy |
+1,753
| New | +$242K | 0.06% | 290 |
|