Van Strum & Towne’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
$1.2M Sell
10,972
-455
-4% -$49.9K 0.38% 47
2025
Q1
$1.24M Hold
11,427
0.42% 46
2024
Q4
$1.22M Sell
11,427
-607
-5% -$64.9K 0.43% 45
2024
Q3
$1.36M Buy
12,034
+575
+5% +$65K 0.47% 43
2024
Q2
$1.23M Sell
11,459
-60
-0.5% -$6.43K 0.45% 42
2024
Q1
$1.25M Sell
11,519
-101
-0.9% -$11K 0.46% 42
2023
Q4
$1.29M Buy
11,620
+2,065
+22% +$229K 0.5% 40
2023
Q3
$975K Sell
9,555
-892
-9% -$91K 0.41% 44
2023
Q2
$1.13M Buy
10,447
+405
+4% +$43.8K 0.47% 42
2023
Q1
$1.1M Buy
10,042
+5,560
+124% +$609K 0.47% 44
2022
Q4
$473K Sell
4,482
-110
-2% -$11.6K 0.2% 58
2022
Q3
$470K Sell
4,592
-690
-13% -$70.6K 0.22% 59
2022
Q2
$581K Sell
5,282
-4,680
-47% -$515K 0.25% 57
2022
Q1
$1.21M Sell
9,962
-9,559
-49% -$1.16M 0.45% 46
2021
Q4
$2.59M Sell
19,521
-450
-2% -$59.6K 0.94% 28
2021
Q3
$2.66M Buy
+19,971
New +$2.66M 1.05% 27