Wealth Alliance’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 | $978K | Sell |
8,925
-257
| -3% | -$28.2K | 0.11% | 170 |
|
|
2025
Q1 | $998K | Sell |
9,182
-146
| -2% | -$15.9K | 0.12% | 163 |
|
|
2024
Q4 | $997K | Buy |
9,328
+129
| +1% | +$13.8K | 0.12% | 158 |
|
|
2024
Q3 | $1.04M | Buy |
9,199
+1,069
| +13% | +$121K | 0.12% | 161 |
|
|
2024
Q2 | $871K | Sell |
8,130
-10,001
| -55% | -$1.07M | 0.11% | 171 |
|
|
2024
Q1 | $1.97M | Sell |
18,131
-19,623
| -52% | -$2.14M | 0.26% | 74 |
|
|
2023
Q4 | $4.18M | Buy |
37,754
+7,990
| +27% | +$884K | 0.59% | 26 |
|
|
2023
Q3 | $3.04M | Buy |
29,764
+13,000
| +78% | +$1.33M | 0.48% | 37 |
|
|
2023
Q2 | $1.81M | Buy |
16,764
+7,441
| +80% | +$805K | 0.27% | 75 |
|
|
2023
Q1 | $1.02M | Sell |
9,323
-21
| -0.2% | -$2.3K | 0.17% | 132 |
|
|
2022
Q4 | $985K | Buy |
9,344
+5,144
| +122% | +$542K | 0.17% | 135 |
|
|
2022
Q3 | $430K | Buy |
4,200
+1,546
| +58% | +$158K | 0.08% | 241 |
|
|
2022
Q2 | $292K | Sell |
2,654
-630
| -19% | -$69.3K | 0.06% | 331 |
|
|
2022
Q1 | $397K | Buy |
3,284
+720
| +28% | +$87K | 0.08% | 268 |
|
|
2021
Q4 | $340K | Sell |
2,564
-74
| -3% | -$9.81K | 0.07% | 305 |
|
|
2021
Q3 | $351K | Buy |
2,638
+56
| +2% | +$7.45K | 0.08% | 286 |
|
|
2021
Q2 | $347K | Sell |
2,582
-179
| -6% | -$24.1K | 0.08% | 284 |
|
|
2021
Q1 | $359K | Sell |
2,761
-3,379
| -55% | -$439K | 0.1% | 245 |
|
|
2020
Q4 | $848K | Buy |
6,140
+2,775
| +82% | +$383K | 0.25% | 100 |
|
|
2020
Q3 | $453K | Buy |
3,365
+1,494
| +80% | +$201K | 0.16% | 154 |
|
|
2020
Q2 | $252K | Sell |
1,871
-171
| -8% | -$23K | 0.1% | 253 |
|
|
2020
Q1 | $252K | Buy |
+2,042
| New | +$252K | 0.14% | 187 |
|