Van Hulzen Asset 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
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.81M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $9.02M | Sell |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $12M | Sell |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $244K | Buy |
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|
2015
Q1 | $249K | Buy |
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