SRH 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
Q2 | – | Sell |
-160
| Closed | -$17.4K | – | 273 |
|
|
2025
Q1 | $17.4K | Hold |
160
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $17.1K | Hold |
160
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $18.1K | Hold |
160
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $17.1K | Hold |
160
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $17.4K | Hold |
160
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $17.7K | Hold |
160
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $16.3K | Hold |
160
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $17.5K | Hold |
160
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $18K | Hold |
160
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $17K | Hold |
160
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $16K | Hold |
160
| – | – | 0.02% | 178 |
|
|
2022
Q2 | $18K | Hold |
160
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $19K | Hold |
160
| – | – | 0.02% | 179 |
|
|
2021
Q4 | $21K | Hold |
160
| – | – | 0.02% | 178 |
|
|
2021
Q3 | $21K | Hold |
160
| – | – | 0.03% | 173 |
|
|
2021
Q2 | $22K | Hold |
160
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $21K | Hold |
160
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $22K | Buy |
+160
| New | +$22K | 0.04% | 151 |
|
|
2018
Q4 | – | Sell |
-452
| Closed | -$52K | – | 278 |
|
|
2018
Q3 | $52K | Hold |
452
| – | – | 0.18% | 85 |
|
|
2018
Q2 | $52K | Hold |
452
| – | – | 0.19% | 82 |
|
|
2018
Q1 | $53K | Hold |
452
| – | – | 0.21% | 74 |
|
|
2017
Q4 | $55K | Hold |
452
| – | – | 0.22% | 73 |
|
|
2017
Q3 | $55K | Buy |
+452
| New | +$55K | 0.23% | 71 |
|