Optimum Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $402K | Buy |
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|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $183K | Buy |
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|
2022
Q4 | $173K | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $611K | Sell |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $700K | Buy |
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|
2019
Q4 | $687K | Buy |
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|
2019
Q3 | $651K | Sell |
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|
2019
Q2 | $669K | Buy |
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|
2019
Q1 | $520K | Sell |
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|
2018
Q4 | $7.88M | Sell |
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|
2018
Q3 | $8.04M | Sell |
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|
2018
Q2 | $8.13M | Sell |
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|
2018
Q1 | $8.37M | Sell |
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|
2017
Q4 | $8.89M | Sell |
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|
2017
Q3 | $8.89M | Sell |
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|
2017
Q2 | $8.91M | Sell |
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|
2017
Q1 | $8.86M | Buy |
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|
2016
Q4 | $8.76M | Sell |
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|
2016
Q3 | $9.37M | Buy |
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|
2016
Q2 | $9.13M | Buy |
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|
2016
Q1 | $8.73M | Sell |
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|
2015
Q4 | $8.5M | Sell |
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|
2015
Q3 | $8.78M | Buy |
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|
2015
Q1 | $9.26M | Buy |
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|
2014
Q4 | $8.94M | Sell |
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|
2014
Q3 | $8.97M | Buy |
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|
2014
Q2 | $9.04M | Buy |
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|
2014
Q1 | $7.73M | Hold |
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|
2013
Q4 | $7.55M | Sell |
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|
2013
Q3 | $7.6M | Buy |
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