Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.31M | Sell |
85,363
-84,684
| -50% | -$9.34M | 0.02% | 617 |
|
|
2025
Q4 | $18.8M | Sell |
170,047
-64,148
| -27% | -$7.13M | 0.03% | 496 |
|
|
2025
Q3 | $26.1M | Sell |
234,195
-3,872
| -2% | -$426K | 0.04% | 381 |
|
|
2025
Q2 | $26M | Sell |
238,067
-167
| -0.1% | -$17.9K | 0.04% | 357 |
|
|
2025
Q1 | $25.9M | Buy |
238,234
+3,235
| +1% | +$349K | 0.05% | 333 |
|
|
2024
Q4 | $25.1M | Buy |
234,999
+16,654
| +8% | +$1.82M | 0.05% | 323 |
|
|
2024
Q3 | $24.7M | Sell |
218,345
-2,012
| -0.9% | -$223K | 0.05% | 314 |
|
|
2024
Q2 | $23.6M | Buy |
220,357
+205
| +0.1% | +$21.9K | 0.06% | 302 |
|
|
2024
Q1 | $24M | Sell |
220,152
-53,745
| -20% | -$5.84M | 0.06% | 285 |
|
|
2023
Q4 | $30.3M | Sell |
273,897
-56,479
| -17% | -$5.88M | 0.09% | 214 |
|
|
2023
Q3 | $33.7M | Buy |
330,376
+223,295
| +209% | +$23.5M | 0.11% | 188 |
|
|
2023
Q2 | $11.6M | Sell |
107,081
-51,087
| -32% | -$5.52M | 0.12% | 82 |
|
|
2023
Q1 | $17.3M | Sell |
158,168
-502,980
| -76% | -$54.5M | 0.2% | 60 |
|
|
2022
Q4 | $72.8M | Sell |
661,148
-51,438
| -7% | -$5.38M | 0.94% | 23 |
|
|
2022
Q3 | $73M | Buy |
712,586
+89,059
| +14% | +$9.82M | 1.04% | 22 |
|
|
2022
Q2 | $68.8M | Buy |
623,527
+108,587
| +21% | +$12.3M | 0.96% | 24 |
|
|
2022
Q1 | $62.5M | Buy |
514,940
+12,095
| +2% | +$1.51M | 0.84% | 27 |
|
|
2021
Q4 | $63.9M | Buy |
502,845
+32,423
| +7% | +$4.31M | 0.92% | 25 |
|
|
2021
Q3 | $62.5M | Sell |
470,422
-356,721
| -43% | -$48.2M | 0.92% | 25 |
|
|
2021
Q2 | $112M | Buy |
827,143
+35,939
| +5% | +$4.74M | 1.8% | 13 |
|
|
2021
Q1 | $104M | Buy |
791,204
+105,063
| +15% | +$14M | 1.88% | 12 |
|
|
2020
Q4 | $93.4M | Buy |
686,141
+72,851
| +12% | +$9.92M | 2.11% | 12 |
|
|
2020
Q3 | $83.2M | Buy |
613,290
+97,878
| +19% | +$13.3M | 2.18% | 12 |
|
|
2020
Q2 | $71.3M | Buy |
515,412
+79,427
| +18% | +$10.3M | 2.05% | 12 |
|
|
2020
Q1 | $56.3M | Buy |
435,985
+31,583
| +8% | +$4.02M | 2.01% | 13 |
|
|
2019
Q4 | $51.7M | Buy |
404,402
+35,967
| +10% | +$4.58M | 1.83% | 14 |
|
|
2019
Q3 | $46.7M | Buy |
368,435
+20,905
| +6% | +$2.63M | 1.88% | 14 |
|
|
2019
Q2 | $43.2M | Buy |
347,530
+20,751
| +6% | +$2.49M | 1.9% | 14 |
|
|
2019
Q1 | $38.8M | Sell |
326,779
-87,244
| -21% | -$10.1M | 2.2% | 14 |
|
|
2018
Q4 | $47.3M | Sell |
414,023
-80,283
| -16% | -$9.03M | 2.99% | 14 |
|
|
2018
Q3 | $55.8M | Buy |
494,306
+38,547
| +8% | +$4.44M | 3.36% | 10 |
|
|
2018
Q2 | $52.5M | Buy |
455,759
+42,902
| +10% | +$4.94M | 3.24% | 11 |
|
|
2018
Q1 | $48.3M | Buy |
412,857
+55,675
| +16% | +$6.58M | 3.24% | 12 |
|
|
2017
Q4 | $43.2M | Buy |
357,182
+50,428
| +16% | +$6.1M | 3.06% | 13 |
|
|
2017
Q3 | $37.1M | Buy |
306,754
+22,887
| +8% | +$2.77M | 3.07% | 13 |
|
|
2017
Q2 | $34M | Buy |
283,867
+34,345
| +14% | +$4.1M | 3.15% | 12 |
|
|
2017
Q1 | $29.5M | Buy |
249,522
+29,229
| +13% | +$3.43M | 3.13% | 11 |
|
|
2016
Q4 | $25.8M | Buy |
220,293
+60,153
| +38% | +$7.15M | 3.13% | 10 |
|
|
2016
Q3 | $19.5M | Buy |
160,140
+45,875
| +40% | +$5.65M | 2.91% | 12 |
|
|
2016
Q2 | $14M | Buy |
114,265
+13,121
| +13% | +$1.57M | 2.54% | 13 |
|
|
2016
Q1 | $12M | Buy |
101,144
+23,340
| +30% | +$2.68M | 2.43% | 14 |
|
|
2015
Q4 | $8.87M | Buy |
77,804
+14,992
| +24% | +$1.73M | 2.25% | 15 |
|
|
2015
Q3 | $7.29M | Buy |
62,812
+6,063
| +11% | +$701K | 2.22% | 15 |
|
|
2015
Q2 | $6.57M | Buy |
56,749
+3,435
| +6% | +$407K | 2.03% | 17 |
|
|
2015
Q1 | $6.49M | Buy |
53,314
+5,566
| +12% | +$675K | 2.49% | 13 |
|
|
2014
Q4 | $5.7M | Buy |
+47,748
| New | +$5.69M | 2.25% | 17 |
|
Other funds holding LQD
MYLI
N
B