Texas Yale Capital Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Hold |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $650K | Buy |
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|
2021
Q2 | $656K | Sell |
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|
2021
Q1 | $739K | Buy |
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|
2020
Q4 | $785K | Sell |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | $614K | Buy |
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|
2019
Q4 | $611K | Sell |
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|
2019
Q3 | $634K | Hold |
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|
2019
Q2 | $619K | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $674K | Hold |
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|
2018
Q3 | $687K | Hold |
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|
2018
Q2 | $685K | Hold |
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|
2018
Q1 | $701K | Hold |
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|
2017
Q4 | $726K | Hold |
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|
2017
Q3 | $724K | Hold |
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|
2017
Q2 | $720K | Sell |
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|
2017
Q1 | $864K | Sell |
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|
2016
Q4 | $2.51M | Sell |
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|
2016
Q3 | $2.87M | Hold |
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|
2016
Q2 | $2.86M | Hold |
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|
2016
Q1 | $2.77M | Hold |
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|
2015
Q4 | $2.66M | Hold |
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|
2015
Q3 | $2.71M | Sell |
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|
2015
Q2 | $2.81M | Hold |
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|
2015
Q1 | $2.96M | Hold |
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|
2014
Q4 | $2.9M | Hold |
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|
2014
Q3 | $2.87M | Hold |
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|
2014
Q2 | $2.9M | Buy |
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|
2014
Q1 | $2.62M | Hold |
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|
2013
Q4 | $2.56M | Hold |
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|
2013
Q3 | $2.54M | Sell |
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|
2013
Q2 | $2.56M | Buy |
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