Powell 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 | $117K | Sell |
1,063
-881
| -45% | -$96.6K | 0.04% | 139 |
|
|
2025
Q1 | $211K | Sell |
1,944
-86
| -4% | -$9.35K | 0.1% | 108 |
|
|
2024
Q4 | $217K | Buy |
2,030
+29
| +1% | +$3.1K | 0.1% | 119 |
|
|
2024
Q3 | $226K | Buy |
2,001
+21
| +1% | +$2.37K | 0.11% | 114 |
|
|
2024
Q2 | $212K | Sell |
1,980
-72
| -4% | -$7.71K | 0.11% | 110 |
|
|
2024
Q1 | $224K | Buy |
2,052
+14
| +0.7% | +$1.53K | 0.12% | 108 |
|
|
2023
Q4 | $226K | Sell |
2,038
-565
| -22% | -$62.5K | 0.12% | 106 |
|
|
2023
Q3 | $266K | Buy |
2,603
+26
| +1% | +$2.65K | 0.16% | 83 |
|
|
2023
Q2 | $279K | Buy |
2,577
+465
| +22% | +$50.3K | 0.16% | 84 |
|
|
2023
Q1 | $232K | Hold |
2,112
| – | – | 0.13% | 90 |
|
|
2022
Q4 | $223K | Buy |
2,112
+1
| +0% | +$105 | 0.13% | 97 |
|
|
2022
Q3 | $216K | Buy |
2,111
+1
| +0% | +$102 | 0.14% | 98 |
|
|
2022
Q2 | $232K | Buy |
2,110
+1
| +0% | +$110 | 0.14% | 99 |
|
|
2022
Q1 | $255K | Hold |
2,109
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $279K | Buy |
2,109
+1
| +0% | +$132 | 0.16% | 81 |
|
|
2021
Q3 | $280K | Buy |
2,108
+1,925
| +1,052% | +$256K | 0.17% | 78 |
|
|
2021
Q2 | $25K | Buy |
183
+1
| +0.5% | +$137 | 0.02% | 119 |
|
|
2021
Q1 | $24K | Hold |
182
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $25K | Buy |
182
+1
| +0.6% | +$137 | 0.02% | 105 |
|
|
2020
Q3 | $24K | Hold |
181
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $24K | Buy |
181
+1
| +0.6% | +$133 | 0.02% | 109 |
|
|
2020
Q1 | $22K | Buy |
180
+15
| +9% | +$1.83K | 0.03% | 110 |
|
|
2019
Q4 | $21K | Buy |
+165
| New | +$21K | 0.02% | 115 |
|