Sound Income Strategies’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 | $351K | Buy |
3,198
+2,293
| +253% | +$251K | 0.02% | 211 |
|
|
2025
Q1 | $98.4K | Sell |
905
-10
| -1% | -$1.09K | 0.01% | 397 |
|
|
2024
Q4 | $97.8K | Sell |
915
-57
| -6% | -$6.09K | 0.01% | 356 |
|
|
2024
Q3 | $110K | Buy |
972
+75
| +8% | +$8.47K | 0.01% | 328 |
|
|
2024
Q2 | $96.1K | Sell |
897
-98
| -10% | -$10.5K | 0.01% | 338 |
|
|
2024
Q1 | $108K | Buy |
995
+28
| +3% | +$3.05K | 0.01% | 298 |
|
|
2023
Q4 | $107K | Buy |
967
+796
| +465% | +$88K | 0.01% | 275 |
|
|
2023
Q3 | $17.4K | Buy |
171
+86
| +101% | +$8.77K | ﹤0.01% | 469 |
|
|
2023
Q2 | $9.19K | Sell |
85
-349
| -80% | -$37.7K | ﹤0.01% | 588 |
|
|
2023
Q1 | $47.6K | Hold |
434
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $45.8K | Sell |
434
-2
| -0.5% | -$211 | 0.01% | 265 |
|
|
2022
Q3 | $45K | Buy |
436
+351
| +413% | +$36.2K | 0.01% | 247 |
|
|
2022
Q2 | $9K | Sell |
85
-71
| -46% | -$7.52K | ﹤0.01% | 486 |
|
|
2022
Q1 | $19K | Buy |
156
+71
| +84% | +$8.65K | ﹤0.01% | 365 |
|
|
2021
Q4 | $11K | Hold |
85
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $11K | Hold |
85
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $11K | Sell |
85
-333
| -80% | -$43.1K | ﹤0.01% | 457 |
|
|
2021
Q1 | $54.4K | Sell |
418
-78
| -16% | -$10.1K | 0.01% | 212 |
|
|
2020
Q4 | $69K | Buy |
496
+75
| +18% | +$10.4K | 0.02% | 174 |
|
|
2020
Q3 | $57K | Buy |
421
+1
| +0.2% | +$135 | 0.02% | 169 |
|
|
2020
Q2 | $56K | Buy |
420
+1
| +0.2% | +$133 | 0.02% | 144 |
|
|
2020
Q1 | $52K | Sell |
419
-207
| -33% | -$25.7K | 0.02% | 121 |
|
|
2019
Q4 | $80K | Buy |
626
+196
| +46% | +$25K | 0.02% | 94 |
|
|
2019
Q3 | $55K | Sell |
430
-20
| -4% | -$2.56K | 0.02% | 103 |
|
|
2019
Q2 | $56K | Buy |
450
+183
| +69% | +$22.8K | 0.02% | 114 |
|
|
2019
Q1 | $32K | Sell |
267
-641
| -71% | -$76.8K | 0.01% | 179 |
|
|
2018
Q4 | $102K | Buy |
908
+79
| +10% | +$8.87K | 0.05% | 82 |
|
|
2018
Q3 | $95K | Sell |
829
-303
| -27% | -$34.7K | 0.05% | 85 |
|
|
2018
Q2 | $130K | Sell |
1,132
-852
| -43% | -$97.8K | 0.08% | 64 |
|
|
2018
Q1 | $233K | Buy |
1,984
+1,826
| +1,156% | +$214K | 0.15% | 46 |
|
|
2017
Q4 | $19K | Buy |
+158
| New | +$19K | 0.01% | 142 |
|