TIA
Tiemann Investment Advisors’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 | $457K | Sell |
4,173
-351
| -8% | -$38.5K | 0.19% | 97 |
|
|
2025
Q1 | $492K | Sell |
4,524
-250
| -5% | -$27.2K | 0.22% | 82 |
|
|
2024
Q4 | $510K | Sell |
4,774
-1
| -0% | -$107 | 0.23% | 83 |
|
|
2024
Q3 | $539K | Sell |
4,775
-200
| -4% | -$22.6K | 0.23% | 83 |
|
|
2024
Q2 | $533K | Sell |
4,975
-355
| -7% | -$38K | 0.24% | 86 |
|
|
2024
Q1 | $581K | Hold |
5,330
| – | – | 0.26% | 83 |
|
|
2023
Q4 | $590K | Sell |
5,330
-1,670
| -24% | -$185K | 0.29% | 75 |
|
|
2023
Q3 | $714K | Hold |
7,000
| – | – | 0.38% | 61 |
|
|
2023
Q2 | $757K | Sell |
7,000
-5
| -0.1% | -$541 | 0.39% | 62 |
|
|
2023
Q1 | $768K | Hold |
7,005
| – | – | 0.42% | 57 |
|
|
2022
Q4 | $739K | Sell |
7,005
-1,056
| -13% | -$111K | 0.43% | 57 |
|
|
2022
Q3 | $826K | Sell |
8,061
-100
| -1% | -$10.2K | 0.54% | 46 |
|
|
2022
Q2 | $898K | Sell |
8,161
-890
| -10% | -$97.9K | 0.48% | 57 |
|
|
2022
Q1 | $1.1M | Sell |
9,051
-125
| -1% | -$15.1K | 0.51% | 54 |
|
|
2021
Q4 | $1.22M | Hold |
9,176
| – | – | 0.51% | 53 |
|
|
2021
Q3 | $1.22M | Sell |
9,176
-78
| -0.8% | -$10.4K | 0.58% | 46 |
|
|
2021
Q2 | $1.24M | Buy |
9,254
+47
| +0.5% | +$6.31K | 0.58% | 45 |
|
|
2021
Q1 | $1.2M | Sell |
9,207
-170
| -2% | -$22.1K | 0.6% | 45 |
|
|
2020
Q4 | $1.3M | Hold |
9,377
| – | – | 0.69% | 38 |
|
|
2020
Q3 | $1.26M | Hold |
9,377
| – | – | 0.78% | 34 |
|
|
2020
Q2 | $1.26M | Sell |
9,377
-625
| -6% | -$84K | 0.86% | 31 |
|
|
2020
Q1 | $1.24M | Sell |
10,002
-200
| -2% | -$24.7K | 1.07% | 24 |
|
|
2019
Q4 | $1.31M | Sell |
10,202
-75
| -0.7% | -$9.6K | 0.89% | 29 |
|
|
2019
Q3 | $1.31M | Hold |
10,277
| – | – | 0.95% | 28 |
|
|
2019
Q2 | $1.28M | Hold |
10,277
| – | – | 0.93% | 29 |
|
|
2019
Q1 | $1.22M | Sell |
10,277
-400
| -4% | -$47.6K | 0.93% | 31 |
|
|
2018
Q4 | $1.21M | Sell |
10,677
-860
| -7% | -$97.1K | 1.08% | 28 |
|
|
2018
Q3 | $1.33M | Sell |
11,537
-795
| -6% | -$91.4K | 1.01% | 29 |
|
|
2018
Q2 | $1.41M | Sell |
12,332
-109
| -0.9% | -$12.5K | 1.13% | 25 |
|
|
2018
Q1 | $1.46M | Buy |
12,441
+375
| +3% | +$44K | 1.18% | 23 |
|
|
2017
Q4 | $1.47M | Buy |
12,066
+984
| +9% | +$120K | 1.17% | 22 |
|
|
2017
Q3 | $1.34M | Buy |
11,082
+780
| +8% | +$94.6K | 1.14% | 24 |
|
|
2017
Q2 | $1.24M | Buy |
10,302
+1,830
| +22% | +$221K | 1.11% | 24 |
|
|
2017
Q1 | $999K | Hold |
8,472
| – | – | 0.93% | 31 |
|
|
2016
Q4 | $993K | Sell |
8,472
-175
| -2% | -$20.5K | 0.97% | 30 |
|
|
2016
Q3 | $1.07M | Buy |
8,647
+546
| +7% | +$67.2K | 0.98% | 26 |
|
|
2016
Q2 | $994K | Buy |
8,101
+770
| +11% | +$94.5K | 0.93% | 30 |
|
|
2016
Q1 | $871K | Hold |
7,331
| – | – | 0.86% | 34 |
|
|
2015
Q4 | $836K | Buy |
7,331
+147
| +2% | +$16.8K | 0.85% | 33 |
|
|
2015
Q3 | $834K | Sell |
7,184
-95
| -1% | -$11K | 0.91% | 30 |
|
|
2015
Q2 | $842K | Buy |
7,279
+130
| +2% | +$15K | 0.86% | 31 |
|
|
2015
Q1 | $870K | Buy |
7,149
+350
| +5% | +$42.6K | 0.9% | 31 |
|
|
2014
Q4 | $812K | Buy |
6,799
+585
| +9% | +$69.9K | 0.87% | 29 |
|
|
2014
Q3 | $735K | Buy |
6,214
+425
| +7% | +$50.3K | 0.82% | 34 |
|
|
2014
Q2 | $690K | Buy |
5,789
+2,025
| +54% | +$241K | 0.77% | 40 |
|
|
2014
Q1 | $440K | Buy |
3,764
+1,575
| +72% | +$184K | 0.49% | 66 |
|
|
2013
Q4 | $250K | Buy |
+2,189
| New | +$250K | 0.3% | 118 |
|