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

Personal Capital Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$11.6M	Sell	110,282 -4,333,235	-98%	-$454M	0.06%	169
2022 Q3	$455M	Buy	4,443,517 +160,219	+4%	+$17.7M	2.46%	7
2022 Q2	$471M	Buy	4,283,298 +669,143	+19%	+$75.6M	2.47%	7
2022 Q1	$437M	Sell	3,614,155 -81,855	-2%	-$10.2M	2.04%	9
2021 Q4	$491M	Buy	3,696,010 +165,341	+5%	+$22M	2.26%	8
2021 Q3	$470M	Buy	3,530,669 +189,871	+6%	+$25.7M	2.36%	8
2021 Q2	$449M	Buy	3,340,798 +315,456	+10%	+$41.6M	2.33%	8
2021 Q1	$393M	Buy	3,025,342 +428,631	+17%	+$57M	2.28%	9
2020 Q4	$359M	Buy	2,596,711 +183,793	+8%	+$25M	2.29%	8
2020 Q3	$325M	Buy	2,412,918 +193,623	+9%	+$26.4M	2.45%	9
2020 Q2	$298M	Buy	2,219,295 +176,233	+9%	+$22.9M	2.47%	9
2020 Q1	$254M	Sell	2,043,062 -128,489	-6%	-$16.4M	2.5%	9
2019 Q4	$278M	Buy	2,171,551 +159,009	+8%	+$20.2M	2.34%	8
2019 Q3	$257M	Buy	2,012,542 +127,359	+7%	+$16M	2.45%	8
2019 Q2	$234M	Buy	1,885,183 +155,247	+9%	+$18.6M	2.38%	8
2019 Q1	$206M	Buy	1,729,936 +141,414	+9%	+$16.4M	2.31%	9
2018 Q4	$179M	Buy	1,588,522 +111,569	+8%	+$12.5M	2.4%	8
2018 Q3	$170M	Buy	1,476,953 +123,152	+9%	+$14.2M	2.18%	9
2018 Q2	$155M	Buy	1,353,801 +143,278	+12%	+$16.5M	2.18%	9
2018 Q1	$142M	Buy	1,210,523 +183,473	+18%	+$21.7M	2.21%	8
2017 Q4	$125M	Buy	1,027,050 +116,919	+13%	+$14.1M	2.13%	8
2017 Q3	$110M	Buy	910,131 +88,210	+11%	+$10.7M	2.15%	9
2017 Q2	$99M	Buy	821,921 +98,764	+14%	+$11.8M	2.17%	9
2017 Q1	$85.4M	Buy	723,157 +92,497	+15%	+$10.9M	2.15%	8
2016 Q4	$73.9M	Buy	630,660 +77,219	+14%	+$9.18M	2.2%	7
2016 Q3	$68.3M	Buy	553,441 +63,503	+13%	+$7.82M	2.3%	7
2016 Q2	$60.1M	Buy	489,938 +74,518	+18%	+$8.94M	2.31%	6
2016 Q1	$49.4M	Buy	415,420 +52,420	+14%	+$6.02M	2.27%	6
2015 Q4	$41.4M	Buy	363,000 +46,441	+15%	+$5.37M	2.27%	6
2015 Q3	$36.7M	Buy	316,559 +30,410	+11%	+$3.52M	2.42%	6
2015 Q2	$33.1M	Buy	286,149 +50,958	+22%	+$6.04M	2.29%	7
2015 Q1	$28.8M	Buy	235,191 +38,903	+20%	+$4.72M	2.33%	6
2014 Q4	$23.4M	Buy	196,288 +37,593	+24%	+$4.48M	2.4%	6
2014 Q3	$18.8M	Buy	158,695 +41,441	+35%	+$4.93M	2.41%	7
2014 Q2	$14M	Buy	117,254 +29,590	+34%	+$3.5M	2.32%	8
2014 Q1	$10.3M	Buy	87,664 +23,512	+37%	+$2.73M	2.31%	8
2013 Q4	$7.33M	Buy	+64,152	New	+$7.33M	2.32%	8