Sowell Financial Services’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 | $3.81M | Buy |
34,778
+123
| +0.4% | +$13.5K | 0.16% | 137 |
|
|
2025
Q1 | $3.77M | Buy |
34,655
+617
| +2% | +$67.1K | 0.17% | 125 |
|
|
2024
Q4 | $3.64M | Sell |
34,038
-2,178
| -6% | -$233K | 0.19% | 119 |
|
|
2024
Q3 | $4.09M | Sell |
36,216
-6,353
| -15% | -$718K | 0.19% | 126 |
|
|
2024
Q2 | $4.56M | Buy |
42,569
+13,537
| +47% | +$1.45M | 0.22% | 114 |
|
|
2024
Q1 | $3.16M | Sell |
29,032
-4,241
| -13% | -$462K | 0.15% | 155 |
|
|
2023
Q4 | $3.68M | Buy |
33,273
+13,579
| +69% | +$1.5M | 0.2% | 127 |
|
|
2023
Q3 | $2.01M | Sell |
19,694
-6,292
| -24% | -$642K | 0.13% | 183 |
|
|
2023
Q2 | $2.81M | Buy |
25,986
+11,730
| +82% | +$1.27M | 0.16% | 151 |
|
|
2023
Q1 | $1.56M | Sell |
14,256
-33,671
| -70% | -$3.69M | 0.12% | 202 |
|
|
2022
Q4 | $5.05M | Buy |
47,927
+34,703
| +262% | +$3.66M | 0.33% | 72 |
|
|
2022
Q3 | $1.36M | Buy |
+13,224
| New | +$1.36M | 0.14% | 194 |
|
|
2022
Q1 | – | Sell |
-23,575
| Closed | -$3.12M | – | 363 |
|
|
2021
Q4 | $3.12M | Buy |
23,575
+4,825
| +26% | +$639K | 0.18% | 133 |
|
|
2021
Q3 | $2.49M | Buy |
18,750
+277
| +1% | +$36.8K | 0.17% | 148 |
|
|
2021
Q2 | $2.48M | Sell |
18,473
-3,777
| -17% | -$507K | 0.16% | 157 |
|
|
2021
Q1 | $2.93M | Sell |
22,250
-12,879
| -37% | -$1.7M | 0.1% | 189 |
|
|
2020
Q4 | $4.85M | Sell |
35,129
-8,326
| -19% | -$1.15M | 0.21% | 103 |
|
|
2020
Q3 | $5.85M | Sell |
43,455
-20,906
| -32% | -$2.82M | 0.29% | 78 |
|
|
2020
Q2 | $8.66M | Buy |
64,361
+54,993
| +587% | +$7.4M | 0.48% | 51 |
|
|
2020
Q1 | $1.16M | Sell |
9,368
-11,035
| -54% | -$1.36M | 0.09% | 232 |
|
|
2019
Q4 | $2.61M | Buy |
20,403
+4,394
| +27% | +$562K | 0.2% | 111 |
|
|
2019
Q3 | $2.04M | Buy |
+16,009
| New | +$2.04M | 0.17% | 127 |
|
|
2019
Q1 | $1.12M | Sell |
9,363
-6,219
| -40% | -$741K | 0.12% | 180 |
|
|
2018
Q4 | $1.76M | Buy |
+15,582
| New | +$1.76M | 0.25% | 84 |
|
|
2018
Q3 | – | Sell |
-19,359
| Closed | -$2.23M | – | 428 |
|
|
2018
Q2 | $2.23M | Buy |
19,359
+10,758
| +125% | +$1.24M | 0.47% | 56 |
|
|
2018
Q1 | $985K | Sell |
8,601
-21,860
| -72% | -$2.5M | 0.25% | 98 |
|
|
2017
Q4 | $3.66M | Sell |
30,461
-32,712
| -52% | -$3.93M | 0.89% | 32 |
|
|
2017
Q3 | $7.65M | Buy |
63,173
+4,941
| +8% | +$598K | 1.99% | 8 |
|
|
2017
Q2 | $7M | Buy |
58,232
+23,193
| +66% | +$2.79M | 1.99% | 7 |
|
|
2017
Q1 | $4.19M | Sell |
35,039
-1,670
| -5% | -$200K | 1.24% | 23 |
|
|
2016
Q4 | $4.3M | Buy |
+36,709
| New | +$4.3M | 1.44% | 13 |
|