Salem Investment Counselors’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 | $58.2K | Buy |
531
+18
| +4% | +$1.97K | ﹤0.01% | 554 |
|
|
2025
Q1 | $55.8K | Sell |
513
-32
| -6% | -$3.48K | ﹤0.01% | 554 |
|
|
2024
Q4 | $58.2K | Buy |
545
+12
| +2% | +$1.28K | ﹤0.01% | 550 |
|
|
2024
Q3 | $60.2K | Sell |
533
-185
| -26% | -$20.9K | ﹤0.01% | 548 |
|
|
2024
Q2 | $76.9K | Buy |
718
+6
| +0.8% | +$643 | ﹤0.01% | 483 |
|
|
2024
Q1 | $77.6K | Buy |
712
+216
| +44% | +$23.5K | ﹤0.01% | 486 |
|
|
2023
Q4 | $54.9K | Sell |
496
-35
| -7% | -$3.87K | ﹤0.01% | 524 |
|
|
2023
Q3 | $54.2K | Sell |
531
-98
| -16% | -$10K | ﹤0.01% | 504 |
|
|
2023
Q2 | $68K | Buy |
629
+116
| +23% | +$12.5K | ﹤0.01% | 481 |
|
|
2023
Q1 | $56.2K | Buy |
513
+17
| +3% | +$1.86K | ﹤0.01% | 509 |
|
|
2022
Q4 | $52.3K | Buy |
496
+8
| +2% | +$843 | ﹤0.01% | 510 |
|
|
2022
Q3 | $50K | Sell |
488
-83
| -15% | -$8.5K | ﹤0.01% | 480 |
|
|
2022
Q2 | $63K | Sell |
571
-2,969
| -84% | -$328K | ﹤0.01% | 461 |
|
|
2022
Q1 | $428K | Sell |
3,540
-3,843
| -52% | -$465K | 0.02% | 271 |
|
|
2021
Q4 | $978K | Buy |
7,383
+6,747
| +1,061% | +$894K | 0.03% | 191 |
|
|
2021
Q3 | $85K | Sell |
636
-81
| -11% | -$10.8K | ﹤0.01% | 425 |
|
|
2021
Q2 | $96K | Buy |
717
+107
| +18% | +$14.3K | 0.01% | 400 |
|
|
2021
Q1 | $79K | Buy |
610
+272
| +80% | +$35.2K | ﹤0.01% | 390 |
|
|
2020
Q4 | $47K | Buy |
338
+7
| +2% | +$973 | ﹤0.01% | 448 |
|
|
2020
Q3 | $45K | Hold |
331
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $45K | Hold |
331
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $41K | Hold |
331
| – | – | ﹤0.01% | 365 |
|
|
2019
Q4 | $42K | Hold |
331
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $42K | Buy |
331
+13
| +4% | +$1.65K | ﹤0.01% | 387 |
|
|
2019
Q2 | $40K | Buy |
+318
| New | +$40K | ﹤0.01% | 393 |
|
|
2017
Q2 | – | Sell |
-902
| Closed | -$106K | – | 711 |
|
|
2017
Q1 | $106K | Buy |
902
+38
| +4% | +$4.47K | 0.01% | 295 |
|
|
2016
Q4 | $101K | Hold |
864
| – | – | 0.01% | 294 |
|
|
2016
Q3 | $1.06K | Buy |
+864
| New | +$1.06K | 0.01% | 259 |
|
|
2014
Q4 | – | Sell |
-1,694
| Closed | -$200K | – | 276 |
|
|
2014
Q3 | $200K | Sell |
1,694
-25
| -1% | -$2.95K | 0.02% | 272 |
|
|
2014
Q2 | $205K | Hold |
1,719
| – | – | 0.02% | 272 |
|
|
2014
Q1 | $201K | Sell |
1,719
-156
| -8% | -$18.2K | 0.02% | 280 |
|
|
2013
Q4 | $214K | Hold |
1,875
| – | – | 0.03% | 256 |
|
|
2013
Q3 | $213K | Sell |
1,875
-25
| -1% | -$2.84K | 0.03% | 256 |
|
|
2013
Q2 | $216K | Buy |
+1,900
| New | +$216K | 0.03% | 245 |
|