Shelter Mutual Insurance’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 | $10.4M | Hold |
95,196
| – | – | 2.42% | 17 |
|
|
2025
Q1 | $10.3M | Hold |
95,196
| – | – | 2.49% | 15 |
|
|
2024
Q4 | $10.2M | Hold |
95,196
| – | – | 2.53% | 16 |
|
|
2024
Q3 | $10.4M | Hold |
95,196
| – | – | 2.49% | 16 |
|
|
2024
Q2 | $10.2M | Hold |
95,196
| – | – | 2.65% | 14 |
|
|
2024
Q1 | $10.4M | Hold |
95,196
| – | – | 2.67% | 14 |
|
|
2023
Q4 | $10.5M | Hold |
95,196
| – | – | 2.91% | 9 |
|
|
2023
Q3 | $9.71M | Hold |
95,196
| – | – | 2.71% | 11 |
|
|
2023
Q2 | $10.3M | Buy |
+95,196
| New | +$10.3M | 2.5% | 16 |
|