SFA
Sequoia Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
35,358
-4,193
| -11% | -$460K | 0.03% | 324 |
|
|
2025
Q1 | $4.3M | Buy |
39,551
+36,946
| +1,418% | +$4.02M | 0.03% | 292 |
|
|
2024
Q4 | $278K | Buy |
2,605
+139
| +6% | +$14.9K | ﹤0.01% | 1048 |
|
|
2024
Q3 | $279K | Sell |
2,466
-1,127
| -31% | -$127K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $385K | Sell |
3,593
-11,297
| -76% | -$1.21M | ﹤0.01% | 794 |
|
|
2024
Q1 | $1.62M | Sell |
14,890
-939
| -6% | -$102K | 0.02% | 366 |
|
|
2023
Q4 | $1.75M | Buy |
15,829
+312
| +2% | +$34.5K | 0.02% | 384 |
|
|
2023
Q3 | $1.58M | Sell |
15,517
-2,905
| -16% | -$296K | 0.03% | 261 |
|
|
2023
Q2 | $1.99M | Sell |
18,422
-1,374
| -7% | -$149K | 0.03% | 238 |
|
|
2023
Q1 | $2.17M | Sell |
19,796
-2,009
| -9% | -$220K | 0.05% | 208 |
|
|
2022
Q4 | $2.3M | Sell |
21,805
-4,602
| -17% | -$485K | 0.06% | 192 |
|
|
2022
Q3 | $2.71M | Sell |
26,407
-2,426
| -8% | -$249K | 0.09% | 145 |
|
|
2022
Q2 | $3.17M | Sell |
28,833
-3,183
| -10% | -$350K | 0.09% | 146 |
|
|
2022
Q1 | $3.87M | Sell |
32,016
-11,505
| -26% | -$1.39M | 0.1% | 135 |
|
|
2021
Q4 | $5.77M | Buy |
43,521
+34,941
| +407% | +$4.63M | 0.16% | 107 |
|
|
2021
Q3 | $1.14M | Sell |
8,580
-28,274
| -77% | -$3.76M | 0.12% | 97 |
|
|
2021
Q2 | $4.95M | Sell |
36,854
-517
| -1% | -$69.5K | 0.18% | 96 |
|
|
2021
Q1 | $4.86M | Buy |
37,371
+2,578
| +7% | +$335K | 0.2% | 79 |
|
|
2020
Q4 | $4.81M | Sell |
34,793
-312
| -0.9% | -$43.1K | 0.22% | 63 |
|
|
2020
Q3 | $4.73M | Sell |
35,105
-464
| -1% | -$62.5K | 0.25% | 56 |
|
|
2020
Q2 | $4.78M | Buy |
35,569
+4,014
| +13% | +$540K | 0.28% | 52 |
|
|
2020
Q1 | $3.9M | Buy |
31,555
+3,328
| +12% | +$411K | 0.29% | 49 |
|
|
2019
Q4 | $3.61M | Buy |
28,227
+2,823
| +11% | +$361K | 0.23% | 63 |
|
|
2019
Q3 | $3.24M | Buy |
25,404
+2,521
| +11% | +$321K | 0.23% | 63 |
|
|
2019
Q2 | $2.85M | Buy |
22,883
+7,575
| +49% | +$942K | 0.21% | 67 |
|
|
2019
Q1 | $1.82M | Sell |
15,308
-9,558
| -38% | -$1.14M | 0.15% | 85 |
|
|
2018
Q4 | $2.81M | Sell |
24,866
-2,144
| -8% | -$242K | 0.32% | 56 |
|
|
2018
Q3 | $3.1M | Sell |
27,010
-24,939
| -48% | -$2.87M | 0.31% | 55 |
|
|
2018
Q2 | $5.95M | Buy |
51,949
+542
| +1% | +$62.1K | 0.63% | 26 |
|
|
2018
Q1 | $6.04M | Buy |
51,407
+7,494
| +17% | +$880K | 0.63% | 28 |
|
|
2017
Q4 | $5.34M | Sell |
43,913
-865
| -2% | -$105K | 0.56% | 35 |
|
|
2017
Q3 | $5.43M | Buy |
44,778
+3,015
| +7% | +$365K | 0.64% | 27 |
|
|
2017
Q2 | $5.03M | Buy |
41,763
+1,583
| +4% | +$191K | 0.62% | 30 |
|
|
2017
Q1 | $4.74M | Buy |
40,180
+1,255
| +3% | +$148K | 0.6% | 31 |
|
|
2016
Q4 | $4.56M | Buy |
38,925
+27,851
| +251% | +$3.26M | 0.65% | 37 |
|
|
2016
Q3 | $1.36M | Buy |
11,074
+3,784
| +52% | +$466K | 0.25% | 65 |
|
|
2016
Q2 | $895K | Sell |
7,290
-1,684
| -19% | -$207K | 0.25% | 81 |
|
|
2016
Q1 | $1.07M | Buy |
8,974
+2,490
| +38% | +$296K | 0.34% | 56 |
|
|
2015
Q4 | $739K | Sell |
6,484
-181
| -3% | -$20.6K | 0.3% | 69 |
|
|
2015
Q3 | $774K | Sell |
6,665
-511
| -7% | -$59.3K | 0.34% | 62 |
|
|
2015
Q2 | $830K | Sell |
7,176
-345
| -5% | -$39.9K | 0.35% | 66 |
|
|
2015
Q1 | $915K | Sell |
7,521
-73
| -1% | -$8.88K | 0.42% | 59 |
|
|
2014
Q4 | $907K | Sell |
7,594
-368
| -5% | -$44K | 0.62% | 40 |
|
|
2014
Q3 | $941K | Buy |
7,962
+38
| +0.5% | +$4.49K | 0.65% | 35 |
|
|
2014
Q2 | $945K | Sell |
7,924
-372
| -4% | -$44.4K | 0.72% | 30 |
|
|
2014
Q1 | $970K | Buy |
8,296
+345
| +4% | +$40.3K | 0.81% | 22 |
|
|
2013
Q4 | $908K | Buy |
+7,951
| New | +$908K | 0.75% | 26 |
|