Strategic Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.51M | Buy |
87,138
+8,909
| +11% | +$982K | 0.66% | 33 |
|
|
2025
Q4 | $8.62M | Buy |
78,229
+78,131
| +79,726% | +$8.69M | 0.75% | 32 |
|
|
2025
Q3 | $11.7M | Sell |
98
-128,521
| -100% | -$14.1M | 1.05% | 28 |
|
|
2025
Q2 | $14.1M | Sell |
128,619
-11,442
| -8% | -$1.23M | 1.37% | 22 |
|
|
2025
Q1 | $15.2M | Buy |
140,061
+3,994
| +3% | +$430K | 1.61% | 17 |
|
|
2024
Q4 | $14.5M | Buy |
136,067
+2,000
| +1% | +$219K | 1.54% | 19 |
|
|
2024
Q3 | $15.1M | Buy |
134,067
+112,150
| +512% | +$12.4M | 1.66% | 15 |
|
|
2024
Q2 | $2.35M | Buy |
21,917
+1,112
| +5% | +$119K | 0.29% | 54 |
|
|
2024
Q1 | $2.27M | Sell |
20,805
-99,267
| -83% | -$10.8M | 0.29% | 55 |
|
|
2023
Q4 | $13.3M | Buy |
120,072
+85,863
| +251% | +$8.94M | 1.92% | 12 |
|
|
2023
Q3 | $3.49M | Buy |
+34,209
| New | +$3.61M | 0.57% | 35 |
|
|
2023
Q2 | – | Sell |
-151,040
| Closed | -$16.6M | – | 225 |
|
|
2023
Q1 | $16.6M | Buy |
151,040
+12,477
| +9% | +$1.35M | 2.99% | 10 |
|
|
2022
Q4 | $14.6M | Buy |
138,563
+106,161
| +328% | +$11.1M | 3.03% | 9 |
|
|
2022
Q3 | $3.32M | Sell |
32,402
-13,968
| -30% | -$1.54M | 0.75% | 28 |
|
|
2022
Q2 | $5.1M | Sell |
46,370
-1,235
| -3% | -$139K | 1.02% | 22 |
|
|
2022
Q1 | $5.76M | Sell |
47,605
-103,400
| -68% | -$12.9M | 1.09% | 22 |
|
|
2021
Q4 | $20M | Buy |
151,005
+15,059
| +11% | +$2M | 3.87% | 4 |
|
|
2021
Q3 | $18.1M | Buy |
135,946
+8,790
| +7% | +$1.19M | 3.96% | 3 |
|
|
2021
Q2 | $17.1M | Buy |
127,156
+76,708
| +152% | +$10.1M | 3.91% | 3 |
|
|
2021
Q1 | $6.56M | Sell |
50,448
-16,212
| -24% | -$2.16M | 1.7% | 15 |
|
|
2020
Q4 | $9.21M | Buy |
66,660
+24,596
| +58% | +$3.35M | 2.65% | 9 |
|
|
2020
Q3 | $5.67M | Buy |
42,064
+476
| +1% | +$64.9K | 1.91% | 14 |
|
|
2020
Q2 | $5.59M | Buy |
41,588
+29,910
| +256% | +$3.89M | 2.11% | 10 |
|
|
2020
Q1 | $1.44M | Buy |
11,678
+2,470
| +27% | +$315K | 0.66% | 44 |
|
|
2019
Q4 | $1.18M | Buy |
9,208
+3,830
| +71% | +$488K | 0.49% | 49 |
|
|
2019
Q3 | $686K | Sell |
5,378
-9
| -0.2% | -$1.13K | 0.33% | 60 |
|
|
2019
Q2 | $682K | Buy |
+5,387
| New | +$647K | 0.37% | 54 |
|
Other funds holding LQD
MYLI
N
B