STAS
Strong Tower Advisory Services’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 | $21.5M | Buy |
196,194
+19,746
| +11% | +$2.16M | 4.24% | 5 |
|
2025
Q1 | $18.8M | Buy |
176,448
+118,121
| +203% | +$12.6M | 4.63% | 4 |
|
2024
Q4 | $6.23M | Sell |
58,327
-21,586
| -27% | -$2.31M | 1.63% | 19 |
|
2024
Q3 | $9.03M | Sell |
79,913
-1,149
| -1% | -$130K | 2.52% | 11 |
|
2024
Q2 | $8.68M | Buy |
81,062
+17,172
| +27% | +$1.84M | 2.85% | 9 |
|
2024
Q1 | $6.87M | Buy |
63,890
+5,456
| +9% | +$586K | 2.76% | 10 |
|
2023
Q4 | $6.47M | Buy |
58,434
+28,707
| +97% | +$3.18M | 2.86% | 11 |
|
2023
Q3 | $3.03M | Sell |
29,727
-1,133
| -4% | -$116K | 1.52% | 21 |
|
2023
Q2 | $3.34M | Buy |
+30,860
| New | +$3.34M | 1.58% | 20 |
|