Valmark Advisers’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
Q2 | $88.2M | Buy |
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|
2025
Q1 | $85.6M | Buy |
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|
2024
Q4 | $79.3M | Buy |
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|
2024
Q3 | $79.7M | Buy |
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|
2024
Q2 | $73.6M | Buy |
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|
2024
Q1 | $73.5M | Buy |
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|
2023
Q4 | $65.8M | Sell |
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|
2023
Q3 | $61.1M | Buy |
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|
2023
Q2 | $63.6M | Buy |
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|
2023
Q1 | $61.5M | Sell |
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|
2022
Q4 | $62.5M | Sell |
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|
2022
Q3 | $110M | Sell |
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|
2022
Q2 | $118M | Sell |
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|
2022
Q1 | $131M | Sell |
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|
2021
Q4 | $220M | Buy |
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|
2021
Q3 | $215M | Buy |
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|
2021
Q2 | $215M | Buy |
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|
2021
Q1 | $200M | Buy |
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|
2020
Q4 | $199M | Buy |
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|
2020
Q3 | $190M | Buy |
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|
2020
Q2 | $189M | Sell |
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|
2020
Q1 | $180M | Sell |
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|
2019
Q4 | $201M | Sell |
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|
2019
Q3 | $200M | Sell |
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|
2019
Q2 | $203M | Sell |
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|
2019
Q1 | $199M | Sell |
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|
2018
Q4 | $233M | Sell |
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|
2018
Q3 | $251M | Sell |
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|
2018
Q2 | $252M | Buy |
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|
2018
Q1 | $256M | Buy |
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|
2017
Q4 | $225M | Buy |
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|
2017
Q3 | $196M | Buy |
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|
2017
Q2 | $192M | Sell |
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|
2017
Q1 | $189M | Buy |
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|
2016
Q4 | $186M | Buy |
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|
2016
Q3 | $190M | Buy |
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|
2016
Q2 | $188M | Sell |
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|
2016
Q1 | $187M | Sell |
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|
2015
Q4 | $185M | Sell |
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|
2015
Q3 | $193M | Sell |
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|
2015
Q2 | $203M | Buy |
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|
2015
Q1 | $205M | Buy |
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|
2014
Q4 | $200M | Buy |
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|
2014
Q3 | $194M | Buy |
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|
2014
Q2 | $191M | Buy |
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|
2014
Q1 | $179M | Buy |
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|
2013
Q4 | $169M | Buy |
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|
2013
Q3 | $154M | Buy |
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|
2013
Q2 | $140M | Buy |
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