Sheaff Brock 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
Q1 | $312K | Hold |
2,868
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $306K | Hold |
2,868
| – | – | 0.03% | 328 |
|
|
2024
Q3 | $324K | Buy |
2,868
+1
| +0% | +$113 | 0.03% | 318 |
|
|
2024
Q2 | $307K | Buy |
2,867
+3
| +0.1% | +$321 | 0.03% | 320 |
|
|
2024
Q1 | $312K | Buy |
2,864
+2
| +0.1% | +$218 | 0.02% | 337 |
|
|
2023
Q4 | $317K | Buy |
2,862
+5
| +0.2% | +$553 | 0.02% | 330 |
|
|
2023
Q3 | $291K | Hold |
2,857
| – | – | 0.03% | 330 |
|
|
2023
Q2 | $309K | Hold |
2,857
| – | – | 0.03% | 334 |
|
|
2023
Q1 | $313K | Sell |
2,857
-77
| -3% | -$8.44K | 0.03% | 331 |
|
|
2022
Q4 | $309K | Buy |
2,934
+77
| +3% | +$8.12K | 0.03% | 326 |
|
|
2022
Q3 | $293K | Hold |
2,857
| – | – | 0.03% | 332 |
|
|
2022
Q2 | $314K | Hold |
2,857
| – | – | 0.03% | 325 |
|
|
2022
Q1 | $346K | Hold |
2,857
| – | – | 0.02% | 332 |
|
|
2021
Q4 | $379K | Hold |
2,857
| – | – | 0.03% | 325 |
|
|
2021
Q3 | $380K | Hold |
2,857
| – | – | 0.03% | 316 |
|
|
2021
Q2 | $384K | Hold |
2,857
| – | – | 0.03% | 312 |
|
|
2021
Q1 | $372K | Hold |
2,857
| – | – | 0.03% | 304 |
|
|
2020
Q4 | $395K | Hold |
2,857
| – | – | 0.03% | 275 |
|
|
2020
Q3 | $385K | Hold |
2,857
| – | – | 0.04% | 252 |
|
|
2020
Q2 | $384K | Hold |
2,857
| – | – | 0.04% | 249 |
|
|
2020
Q1 | $353K | Hold |
2,857
| – | – | 0.05% | 238 |
|
|
2019
Q4 | $366K | Sell |
2,857
-469
| -14% | -$60.1K | 0.04% | 287 |
|
|
2019
Q3 | $424K | Buy |
3,326
+4
| +0.1% | +$510 | 0.05% | 266 |
|
|
2019
Q2 | $413K | Buy |
3,322
+5
| +0.2% | +$622 | 0.04% | 277 |
|
|
2019
Q1 | $395K | Buy |
3,317
+2
| +0.1% | +$238 | 0.05% | 300 |
|
|
2018
Q4 | $374K | Buy |
3,315
+6
| +0.2% | +$677 | 0.06% | 271 |
|
|
2018
Q3 | $380K | Buy |
3,309
+4
| +0.1% | +$459 | 0.04% | 309 |
|
|
2018
Q2 | $379K | Buy |
3,305
+4
| +0.1% | +$459 | 0.04% | 303 |
|
|
2018
Q1 | $387K | Buy |
3,301
+3
| +0.1% | +$352 | 0.04% | 292 |
|
|
2017
Q4 | $401K | Buy |
3,298
+4
| +0.1% | +$486 | 0.05% | 292 |
|
|
2017
Q3 | $399K | Buy |
3,294
+3
| +0.1% | +$363 | 0.05% | 302 |
|
|
2017
Q2 | $397K | Sell |
3,291
-96
| -3% | -$11.6K | 0.05% | 323 |
|
|
2017
Q1 | $399K | Buy |
+3,387
| New | +$399K | 0.05% | 324 |
|