TIM
Total Investment Management’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 | $26.3K | Buy |
+240
| New | +$26.3K | ﹤0.01% | 230 |
|
|
2021
Q2 | – | Sell |
-3,843
| Closed | -$475K | – | 67 |
|
|
2021
Q1 | $475K | Buy |
+3,843
| New | +$475K | 0.13% | 31 |
|
|
2020
Q3 | – | Sell |
-2,010
| Closed | -$270K | – | 51 |
|
|
2020
Q2 | $270K | Sell |
2,010
-1,833
| -48% | -$246K | 0.09% | 27 |
|
|
2020
Q1 | $475K | Sell |
3,843
-32,558
| -89% | -$4.02M | 0.13% | 31 |
|
|
2019
Q4 | $4.66M | Sell |
36,401
-2,303
| -6% | -$295K | 0.89% | 14 |
|
|
2019
Q3 | $4.93M | Buy |
38,704
+619
| +2% | +$78.9K | 1% | 12 |
|
|
2019
Q2 | $4.8M | Sell |
38,085
-786
| -2% | -$99K | 1.09% | 11 |
|
|
2019
Q1 | $4.62M | Buy |
38,871
+6,178
| +19% | +$735K | 1.11% | 13 |
|
|
2018
Q4 | $3.79M | Buy |
32,693
+1,089
| +3% | +$126K | 1.2% | 10 |
|
|
2018
Q3 | $3.63M | Sell |
31,604
-1,332
| -4% | -$153K | 0.8% | 11 |
|
|
2018
Q2 | $3.77M | Buy |
32,936
+2,276
| +7% | +$261K | 0.87% | 11 |
|
|
2018
Q1 | $3.6M | Buy |
30,660
+1,185
| +4% | +$139K | 0.9% | 11 |
|
|
2017
Q4 | $3.58M | Buy |
29,475
+310
| +1% | +$37.7K | 1.06% | 9 |
|
|
2017
Q3 | $3.54M | Buy |
29,165
+6,576
| +29% | +$797K | 1.22% | 8 |
|
|
2017
Q2 | $2.72M | Buy |
22,589
+583
| +3% | +$70.3K | 0.9% | 9 |
|
|
2017
Q1 | $2.6M | Buy |
22,006
+55
| +0.3% | +$6.49K | 0.87% | 9 |
|
|
2016
Q4 | $2.57M | Buy |
+21,951
| New | +$2.57M | 0.84% | 9 |
|