Stifel Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Stifel Financial’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.7M	Sell	685,161 -340,989	-33%	-$37.6M	0.07%	277
2025 Q4	$113M	Buy	1,026,150 +206,737	+25%	+$23M	0.1%	201
2025 Q3	$91.3M	Sell	819,413 -95,662	-10%	-$10.5M	0.08%	236
2025 Q2	$100M	Sell	915,075 -159,469	-15%	-$17.1M	0.1%	206
2025 Q1	$117M	Buy	1,074,544 +27,294	+3%	+$2.94M	0.12%	180
2024 Q4	$112M	Sell	1,047,250 -78,143	-7%	-$8.55M	0.12%	187
2024 Q3	$127M	Sell	1,125,393 -43,380	-4%	-$4.8M	0.13%	164
2024 Q2	$125M	Buy	1,168,773 +6,542	+0.6%	+$698K	0.14%	152
2024 Q1	$127M	Sell	1,162,231 -115,518	-9%	-$12.6M	0.14%	155
2023 Q4	$141M	Buy	1,277,749 +435,494	+52%	+$45.4M	0.18%	129
2023 Q3	$85.9M	Sell	842,255 -190,519	-18%	-$20.1M	0.12%	188
2023 Q2	$112M	Buy	1,032,774 +131,273	+15%	+$14.2M	0.15%	149
2023 Q1	$98.8M	Sell	901,501 -370,336	-29%	-$40.1M	0.14%	158
2022 Q4	$134M	Sell	1,271,837 -11,317	-0.9%	-$1.18M	0.2%	124
2022 Q3	$131M	Buy	1,283,154 +621,933	+94%	+$68.6M	0.22%	110
2022 Q2	$72.8M	Sell	661,221 -341,619	-34%	-$38.6M	0.11%	197
2022 Q1	$121M	Sell	1,002,840 -393,922	-28%	-$49.1M	0.17%	145
2021 Q4	$185M	Buy	1,396,762 +177,552	+15%	+$23.6M	0.24%	94
2021 Q3	$162M	Sell	1,219,210 -75,961	-6%	-$10.3M	0.24%	102
2021 Q2	$174M	Buy	1,295,171 +352,665	+37%	+$46.5M	0.26%	93
2021 Q1	$123M	Sell	942,506 -399,849	-30%	-$53.2M	0.2%	112
2020 Q4	$185M	Buy	1,342,355 +114,312	+9%	+$15.6M	0.33%	78
2020 Q3	$165M	Buy	1,228,043 +200,343	+19%	+$27.3M	0.34%	80
2020 Q2	$138M	Buy	1,027,700 +64,578	+7%	+$8.4M	0.32%	83
2020 Q1	$119M	Buy	963,122 +230,012	+31%	+$29.3M	0.33%	86
2019 Q4	$94M	Buy	733,110 +200,698	+38%	+$25.6M	0.2%	127
2019 Q3	$68.1M	Sell	532,412 -44,873	-8%	-$5.65M	0.17%	148
2019 Q2	$71.6M	Sell	577,285 -207,630	-26%	-$24.9M	0.18%	143
2019 Q1	$93.7M	Buy	784,915 +97,537	+14%	+$11.3M	0.26%	100
2018 Q4	$77.5M	Sell	687,378 -22,151	-3%	-$2.49M	0.25%	101
2018 Q3	$81.6M	Sell	709,529 -30,571	-4%	-$3.52M	0.23%	103
2018 Q2	$84.8M	Sell	740,100 -107,903	-13%	-$12.4M	0.26%	88
2018 Q1	$99.7M	Sell	848,003 -142,668	-14%	-$16.9M	0.31%	74
2017 Q4	$120M	Buy	990,671 +147,348	+17%	+$17.8M	0.38%	55
2017 Q3	$102M	Buy	843,323 +68,425	+9%	+$8.27M	0.35%	60
2017 Q2	$93.3M	Buy	774,898 +8,454	+1%	+$1.01M	0.35%	65
2017 Q1	$90.4M	Sell	766,444 -79,770	-9%	-$9.37M	0.35%	62
2016 Q4	$99.3M	Buy	846,214 +99,511	+13%	+$11.8M	0.42%	48
2016 Q3	$91.9M	Sell	746,703 -48,082	-6%	-$5.92M	0.41%	49
2016 Q2	$97.5M	Buy	794,785 +101,456	+15%	+$12.2M	0.45%	41
2016 Q1	$82.4M	Buy	693,329 +420	+0.1%	+$48.3K	0.44%	51
2015 Q4	$79M	Sell	692,909 -27,051	-4%	-$3.13M	0.41%	52
2015 Q3	$83.6M	Buy	719,960 +23,016	+3%	+$2.66M	0.47%	41
2015 Q2	$80.6M	Sell	696,944 -28,826	-4%	-$3.42M	0.42%	41
2015 Q1	$88.3M	Buy	725,770 +13,760	+2%	+$1.67M	0.48%	36
2014 Q4	$85M	Buy	712,010 +29,193	+4%	+$3.48M	0.47%	34
2014 Q3	$80.7M	Buy	682,817 +8,666	+1%	+$1.03M	0.71%	14
2014 Q2	$80.4M	Buy	674,151 +26,356	+4%	+$3.12M	0.72%	14
2014 Q1	$75.8M	Buy	+647,795	New	+$75.1M	0.73%	13