Roundview Capital’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 | $1.81M | Buy |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $4.69M | Sell |
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|
2022
Q1 | $6.73M | Buy |
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|
2021
Q4 | $3.33M | Sell |
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|
2021
Q3 | $3.36M | Buy |
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|
2021
Q2 | $3.15M | Buy |
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|
2021
Q1 | $2.97M | Sell |
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|
2020
Q4 | $5.7M | Buy |
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|
2020
Q3 | $4.99M | Buy |
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|
2020
Q2 | $4.47M | Buy |
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|
2020
Q1 | $633K | Buy |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $247K | Hold |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $2.13M | Buy |
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|
2017
Q3 | $2.13M | Buy |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $2.04M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $247K | Sell |
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|
2016
Q2 | $2.62M | Sell |
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|
2016
Q1 | $2.63M | Buy |
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