RDA Financial Network’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 | $808K | Sell |
7,374
-193
| -3% | -$21.2K | 0.22% | 112 |
|
|
2025
Q1 | $822K | Buy |
7,567
+354
| +5% | +$38.5K | 0.25% | 102 |
|
|
2024
Q4 | $771K | Buy |
7,213
+816
| +13% | +$87.2K | 0.22% | 107 |
|
|
2024
Q3 | $723K | Buy |
6,397
+366
| +6% | +$41.4K | 0.22% | 109 |
|
|
2024
Q2 | $646K | Buy |
6,031
+204
| +4% | +$21.9K | 0.21% | 115 |
|
|
2024
Q1 | $635K | Buy |
5,827
+32
| +0.6% | +$3.49K | 0.22% | 111 |
|
|
2023
Q4 | $641K | Buy |
5,795
+814
| +16% | +$90.1K | 0.24% | 104 |
|
|
2023
Q3 | $508K | Buy |
4,981
+552
| +12% | +$56.3K | 0.22% | 107 |
|
|
2023
Q2 | $479K | Buy |
4,429
+344
| +8% | +$37.2K | 0.2% | 114 |
|
|
2023
Q1 | $448K | Buy |
4,085
+375
| +10% | +$41.1K | 0.2% | 114 |
|
|
2022
Q4 | $391K | Sell |
3,710
-554
| -13% | -$58.4K | 0.2% | 121 |
|
|
2022
Q3 | $437K | Buy |
4,264
+2,083
| +96% | +$213K | 0.24% | 106 |
|
|
2022
Q2 | $240K | Buy |
+2,181
| New | +$240K | 0.12% | 171 |
|
|
2022
Q1 | – | Sell |
-1,545
| Closed | -$205K | – | 237 |
|
|
2021
Q4 | $205K | Sell |
1,545
-10
| -0.6% | -$1.33K | 0.08% | 208 |
|
|
2021
Q3 | $207K | Buy |
1,555
+10
| +0.6% | +$1.33K | 0.09% | 201 |
|
|
2021
Q2 | $208K | Buy |
+1,545
| New | +$208K | 0.09% | 204 |
|
|
2021
Q1 | – | Sell |
-1,535
| Closed | -$212K | – | 231 |
|
|
2020
Q4 | $212K | Sell |
1,535
-10
| -0.6% | -$1.38K | 0.1% | 206 |
|
|
2020
Q3 | $208K | Sell |
1,545
-33
| -2% | -$4.44K | 0.09% | 204 |
|
|
2020
Q2 | $212K | Buy |
+1,578
| New | +$212K | 0.11% | 191 |
|