United Capital 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 | $922K | Sell |
8,414
-28,876
| -77% | -$3.17M | 0.01% | 603 |
|
|
2025
Q1 | $4.05M | Sell |
37,290
-2,576
| -6% | -$280K | 0.03% | 299 |
|
|
2024
Q4 | $4.26M | Sell |
39,866
-485
| -1% | -$51.8K | 0.04% | 285 |
|
|
2024
Q3 | $4.56M | Buy |
40,351
+666
| +2% | +$75.2K | 0.04% | 280 |
|
|
2024
Q2 | $4.25M | Sell |
39,685
-110,476
| -74% | -$11.8M | 0.04% | 287 |
|
|
2024
Q1 | $16.4M | Sell |
150,161
-208,722
| -58% | -$22.7M | 0.13% | 145 |
|
|
2023
Q4 | $39.7M | Buy |
358,883
+315,402
| +725% | +$34.9M | 0.33% | 68 |
|
|
2023
Q3 | $4.44M | Sell |
43,481
-3,241
| -7% | -$331K | 0.03% | 315 |
|
|
2023
Q2 | $5.05M | Sell |
46,722
-4,835
| -9% | -$523K | 0.03% | 311 |
|
|
2023
Q1 | $5.65M | Sell |
51,557
-6,898
| -12% | -$756K | 0.03% | 305 |
|
|
2022
Q4 | $6.16M | Sell |
58,455
-18,798
| -24% | -$1.98M | 0.03% | 304 |
|
|
2022
Q3 | $7.92M | Sell |
77,253
-28,099
| -27% | -$2.88M | 0.05% | 266 |
|
|
2022
Q2 | $11.6M | Sell |
105,352
-26,210
| -20% | -$2.88M | 0.06% | 240 |
|
|
2022
Q1 | $15.9M | Sell |
131,562
-49,046
| -27% | -$5.93M | 0.08% | 215 |
|
|
2021
Q4 | $23.9M | Sell |
180,608
-25,386
| -12% | -$3.36M | 0.11% | 181 |
|
|
2021
Q3 | $27.4M | Sell |
205,994
-30,622
| -13% | -$4.07M | 0.14% | 153 |
|
|
2021
Q2 | $31.8M | Buy |
236,616
+17,492
| +8% | +$2.35M | 0.16% | 134 |
|
|
2021
Q1 | $28.5M | Sell |
219,124
-42,333
| -16% | -$5.51M | 0.16% | 139 |
|
|
2020
Q4 | $36.1M | Sell |
261,457
-65,245
| -20% | -$9.01M | 0.22% | 102 |
|
|
2020
Q3 | $44M | Sell |
326,702
-157,668
| -33% | -$21.2M | 0.29% | 80 |
|
|
2020
Q2 | $65.1M | Buy |
484,370
+10,759
| +2% | +$1.45M | 0.47% | 45 |
|
|
2020
Q1 | $58.5M | Sell |
473,611
-14,457
| -3% | -$1.79M | 0.48% | 41 |
|
|
2019
Q4 | $62.5M | Sell |
488,068
-54,948
| -10% | -$7.03M | 0.4% | 46 |
|
|
2019
Q3 | $69.2M | Sell |
543,016
-36,831
| -6% | -$4.7M | 0.48% | 36 |
|
|
2019
Q2 | $72.1M | Buy |
579,847
+9,574
| +2% | +$1.19M | 0.47% | 38 |
|
|
2019
Q1 | $67.9M | Sell |
570,273
-34,741
| -6% | -$4.14M | 0.48% | 35 |
|
|
2018
Q4 | $68.3M | Buy |
605,014
+58,441
| +11% | +$6.59M | 0.54% | 35 |
|
|
2018
Q3 | $62.8M | Buy |
546,573
+180,363
| +49% | +$20.7M | 0.44% | 48 |
|
|
2018
Q2 | $42M | Sell |
366,210
-17,032
| -4% | -$1.95M | 0.31% | 64 |
|
|
2018
Q1 | $45M | Buy |
383,242
+37,483
| +11% | +$4.4M | 0.34% | 60 |
|
|
2017
Q4 | $42M | Buy |
345,759
+87,971
| +34% | +$10.7M | 0.33% | 65 |
|
|
2017
Q3 | $31.3M | Sell |
257,788
-149,885
| -37% | -$18.2M | 0.27% | 82 |
|
|
2017
Q2 | $49.1M | Buy |
407,673
+302,096
| +286% | +$36.4M | 0.44% | 43 |
|
|
2017
Q1 | $12.4M | Buy |
105,577
+597
| +0.6% | +$70.4K | 0.12% | 206 |
|
|
2016
Q4 | $12.3M | Buy |
104,980
+46,688
| +80% | +$5.47M | 0.12% | 202 |
|
|
2016
Q3 | $7.18M | Buy |
58,292
+28,101
| +93% | +$3.46M | 0.07% | 323 |
|
|
2016
Q2 | $3.71M | Sell |
30,191
-2,203
| -7% | -$271K | 0.04% | 424 |
|
|
2016
Q1 | $3.85M | Sell |
32,394
-167
| -0.5% | -$19.8K | 0.04% | 389 |
|
|
2015
Q4 | $3.71M | Sell |
32,561
-5,272
| -14% | -$601K | 0.04% | 405 |
|
|
2015
Q3 | $4.39M | Sell |
37,833
-51,852
| -58% | -$6.02M | 0.05% | 344 |
|
|
2015
Q2 | $10.4M | Buy |
89,685
+8,090
| +10% | +$936K | 0.12% | 207 |
|
|
2015
Q1 | $9.79M | Buy |
81,595
+6,272
| +8% | +$752K | 0.12% | 220 |
|
|
2014
Q4 | $8.99M | Buy |
75,323
+42,650
| +131% | +$5.09M | 0.13% | 179 |
|
|
2014
Q3 | $3.86M | Buy |
32,673
+10,523
| +48% | +$1.24M | 0.07% | 295 |
|
|
2014
Q2 | $2.64M | Buy |
22,150
+2,401
| +12% | +$286K | 0.05% | 349 |
|
|
2014
Q1 | $2.31M | Buy |
19,749
+17,042
| +630% | +$1.99M | 0.05% | 334 |
|
|
2013
Q4 | $309K | Sell |
2,707
-23,875
| -90% | -$2.73M | 0.01% | 528 |
|
|
2013
Q3 | $3.02M | Sell |
26,582
-130,943
| -83% | -$14.9M | 0.1% | 200 |
|
|
2013
Q2 | $17.9M | Buy |
+157,525
| New | +$17.9M | 0.48% | 53 |
|