Tompkins Financial’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 | $3.4M | Buy |
|
|||||
|
2025
Q2 | $3.11M | Buy |
|
|||||
|
2025
Q1 | $2.72M | Buy |
|
|||||
|
2024
Q4 | $2.36M | Buy |
|
|||||
|
2024
Q3 | $2.08M | Buy |
|
|||||
|
2024
Q2 | $1.53M | Buy |
|
|||||
|
2024
Q1 | $1.19M | Buy |
|
|||||
|
2023
Q4 | $1.04M | Buy |
|
|||||
|
2023
Q3 | $844K | Buy |
|
|||||
|
2023
Q2 | $796K | Sell |
|
|||||
|
2023
Q1 | $812K | Buy |
|
|||||
|
2022
Q4 | $780K | Sell |
|
|||||
|
2022
Q3 | $762K | Buy |
|
|||||
|
2022
Q2 | $740K | Sell |
|
|||||
|
2022
Q1 | $871K | Buy |
|
|||||
|
2021
Q4 | $883K | Buy |
|
|||||
|
2021
Q1 | $830K | Buy |
|
|||||
|
2020
Q4 | $842K | Sell |
|
|||||
|
2020
Q3 | $840K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $718K | Buy |
|
|||||
|
2019
Q3 | $613K | Buy |
|
|||||
|
2019
Q2 | $558K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $461K | Buy |
|
|||||
|
2018
Q3 | $406K | Buy |
|
|||||
|
2018
Q2 | $404K | Buy |
|
|||||
|
2018
Q1 | $394K | Buy |
|
|||||
|
2017
Q4 | $322K | Buy |
|
|||||
|
2017
Q3 | $207K | Buy |
|
|||||
|
2017
Q2 | $205K | Sell |
|
|||||
|
2017
Q1 | $201K | Buy |
|
|||||
|
2016
Q4 | $35K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $39K | Buy |
|