Twele Capital Management’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 | $11.3M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.95M | Buy |
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|
2024
Q2 | $9.32M | Hold |
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|
2024
Q1 | $9.48M | Buy |
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|
2023
Q4 | $9.21M | Buy |
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|
2023
Q3 | $8.34M | Sell |
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|
2023
Q2 | $8.93M | Sell |
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|
2023
Q1 | $10M | Sell |
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|
2022
Q4 | $9.69M | Buy |
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|
2022
Q3 | $9.03M | Sell |
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|
2022
Q2 | $9.73M | Sell |
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|
2022
Q1 | $10.8M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $11.7M | Sell |
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|
2021
Q2 | $11.9M | Sell |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $10.6M | Sell |
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|
2020
Q2 | $10.8M | Buy |
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|
2020
Q1 | $9.86M | Sell |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $11M | Sell |
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|
2019
Q2 | $10.8M | Buy |
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|
2019
Q1 | $9.82M | Sell |
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|
2018
Q4 | $9.32M | Buy |
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|
2018
Q3 | $9.43M | Buy |
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|
2018
Q2 | $8.96M | Sell |
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|
2018
Q1 | $9.2M | Sell |
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|
2017
Q4 | $9.55M | Hold |
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|
2017
Q3 | $9.53M | Buy |
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|
2017
Q2 | $8.97M | Buy |
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|
2017
Q1 | $4.71M | Buy |
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|
2016
Q4 | $4.61M | Buy |
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|
2016
Q3 | $4.36M | Hold |
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|
2016
Q2 | $4.34M | Hold |
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|
2016
Q1 | $4.21M | Buy |
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|
2015
Q4 | $1.7M | Sell |
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|
2015
Q3 | $2.62M | Sell |
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|
2015
Q2 | $2.66M | Hold |
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|
2015
Q1 | $2.8M | Sell |
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|
2014
Q4 | $2.76M | Sell |
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|
2014
Q3 | $2.77M | Hold |
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|
2014
Q2 | $2.79M | Hold |
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|
2014
Q1 | $2.74M | Buy |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $1.07M | Hold |
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|
2013
Q2 | $1.07M | Buy |
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