SFPG
Stonebridge Financial Planning Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
11,468
+245
| +2% | +$26.9K | 0.52% | 61 |
|
|
2025
Q1 | $1.22M | Sell |
11,223
-249
| -2% | -$27.1K | 0.56% | 59 |
|
|
2024
Q4 | $1.23M | Sell |
11,472
-866
| -7% | -$92.5K | 0.55% | 55 |
|
|
2024
Q3 | $1.39M | Sell |
12,338
-221
| -2% | -$25K | 0.66% | 46 |
|
|
2024
Q2 | $1.35M | Sell |
12,559
-919
| -7% | -$98.4K | 0.68% | 44 |
|
|
2024
Q1 | $1.47M | Buy |
13,478
+1,213
| +10% | +$132K | 0.78% | 38 |
|
|
2023
Q4 | $1.36M | Sell |
12,265
-7,413
| -38% | -$820K | 0.78% | 38 |
|
|
2023
Q3 | $2.01M | Sell |
19,678
-3,017
| -13% | -$308K | 1.29% | 21 |
|
|
2023
Q2 | $2.45M | Sell |
22,695
-5,490
| -19% | -$594K | 1.5% | 20 |
|
|
2023
Q1 | $3.09M | Buy |
28,185
+14,559
| +107% | +$1.6M | 1.99% | 10 |
|
|
2022
Q4 | $1.44M | Buy |
13,626
+206
| +2% | +$21.7K | 0.96% | 35 |
|
|
2022
Q3 | $1.38M | Buy |
+13,420
| New | +$1.38M | 0.96% | 34 |
|
|
2022
Q1 | – | Sell |
-215
| Closed | -$27K | – | 258 |
|
|
2021
Q4 | $27K | Hold |
215
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $29K | Hold |
215
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $29K | Buy |
215
+140
| +187% | +$18.9K | 0.02% | 266 |
|
|
2021
Q1 | $10K | Hold |
75
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $10K | Sell |
75
-200
| -73% | -$26.7K | 0.01% | 328 |
|
|
2020
Q3 | $37K | Sell |
275
-150
| -35% | -$20.2K | 0.03% | 210 |
|
|
2020
Q2 | $57K | Buy |
+425
| New | +$57K | 0.05% | 168 |
|