Transamerica Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
27,409
+429
| +2% | +$47K | 0.28% | 85 |
|
|
2025
Q1 | $2.93M | Sell |
26,980
-1,707
| -6% | -$186K | 0.3% | 85 |
|
|
2024
Q4 | $3.07M | Sell |
28,687
-2,646
| -8% | -$283K | 0.3% | 84 |
|
|
2024
Q3 | $3.54M | Buy |
31,333
+30,101
| +2,443% | +$3.4M | 0.35% | 82 |
|
|
2024
Q2 | $132K | Hold |
1,232
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $135K | Sell |
1,232
-36,220
| -97% | -$3.97M | 0.01% | 238 |
|
|
2023
Q4 | $4.15M | Sell |
37,452
-6,345
| -14% | -$702K | 0.57% | 31 |
|
|
2023
Q3 | $4.47M | Sell |
43,797
-4,007
| -8% | -$409K | 0.6% | 30 |
|
|
2023
Q2 | $5.17M | Sell |
47,804
-1,300
| -3% | -$141K | 0.67% | 28 |
|
|
2023
Q1 | $5.38M | Buy |
49,104
+909
| +2% | +$99.6K | 0.71% | 25 |
|
|
2022
Q4 | $5.08M | Buy |
48,195
+48,124
| +67,780% | +$5.07M | 0.72% | 26 |
|
|
2022
Q3 | $8K | Buy |
71
+48
| +209% | +$5.41K | ﹤0.01% | 326 |
|
|
2022
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 371 |
|
|
2020
Q3 | – | Sell |
-5,962
| Closed | -$802K | – | 362 |
|
|
2020
Q2 | $802K | Buy |
+5,962
| New | +$802K | 0.18% | 82 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 355 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 486 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 316 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $1K | Sell |
1
-200
| -100% | -$200K | ﹤0.01% | 456 |
|
|
2018
Q2 | $23K | Sell |
201
-143
| -42% | -$16.4K | 0.01% | 248 |
|
|
2018
Q1 | $41K | Buy |
344
+126
| +58% | +$15K | 0.01% | 242 |
|
|
2017
Q4 | $27K | Sell |
218
-37
| -15% | -$4.58K | ﹤0.01% | 246 |
|
|
2017
Q3 | $31K | Buy |
255
+254
| +25,400% | +$30.9K | ﹤0.01% | 243 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 352 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 350 |
|
|
2016
Q4 | $1K | Sell |
1
-13
| -93% | -$13K | ﹤0.01% | 387 |
|
|
2016
Q3 | $2K | Sell |
14
-1
| -7% | -$143 | ﹤0.01% | 321 |
|
|
2016
Q2 | $2K | Sell |
15
-342
| -96% | -$45.6K | ﹤0.01% | 288 |
|
|
2016
Q1 | $43K | Buy |
357
+3
| +0.8% | +$361 | ﹤0.01% | 385 |
|
|
2015
Q4 | $41K | Sell |
354
-2,904
| -89% | -$336K | ﹤0.01% | 432 |
|
|
2015
Q3 | $379K | Buy |
3,258
+1,193
| +58% | +$139K | 0.03% | 237 |
|
|
2015
Q2 | $239K | Sell |
2,065
-14,981
| -88% | -$1.73M | 0.02% | 313 |
|
|
2015
Q1 | $2.08M | Buy |
17,046
+2,760
| +19% | +$336K | 0.14% | 125 |
|
|
2014
Q4 | $1.71M | Buy |
14,286
+166
| +1% | +$19.8K | 0.13% | 98 |
|
|
2014
Q3 | $1.67M | Sell |
14,120
-22,871
| -62% | -$2.7M | 0.15% | 87 |
|
|
2014
Q2 | $4.41M | Sell |
36,991
-929
| -2% | -$111K | 0.38% | 40 |
|
|
2014
Q1 | $4.44M | Buy |
37,920
+2,505
| +7% | +$293K | 0.44% | 35 |
|
|
2013
Q4 | $4.04M | Buy |
35,415
+16,060
| +83% | +$1.83M | 0.44% | 38 |
|
|
2013
Q3 | $2.2M | Buy |
19,355
+3,843
| +25% | +$436K | 0.29% | 48 |
|
|
2013
Q2 | $1.76M | Buy |
+15,512
| New | +$1.76M | 0.29% | 41 |
|