Wealth Enhancement Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Sell |
238,067
-167
| -0.1% | -$18.2K | 0.04% | 357 |
|
|
2025
Q1 | $25.9M | Buy |
238,234
+3,235
| +1% | +$352K | 0.05% | 333 |
|
|
2024
Q4 | $25.1M | Buy |
234,999
+16,654
| +8% | +$1.78M | 0.05% | 323 |
|
|
2024
Q3 | $24.7M | Sell |
218,345
-2,012
| -0.9% | -$227K | 0.05% | 314 |
|
|
2024
Q2 | $23.6M | Buy |
220,357
+205
| +0.1% | +$22K | 0.06% | 302 |
|
|
2024
Q1 | $24M | Sell |
220,152
-53,745
| -20% | -$5.85M | 0.06% | 285 |
|
|
2023
Q4 | $30.3M | Sell |
273,897
-56,479
| -17% | -$6.25M | 0.09% | 214 |
|
|
2023
Q3 | $33.7M | Buy |
330,376
+223,295
| +209% | +$22.8M | 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% | -$55.1M | 0.2% | 60 |
|
|
2022
Q4 | $72.8M | Sell |
661,148
-51,438
| -7% | -$5.66M | 0.94% | 23 |
|
|
2022
Q3 | $73M | Buy |
712,586
+89,059
| +14% | +$9.12M | 1.04% | 22 |
|
|
2022
Q2 | $68.8M | Buy |
623,527
+108,587
| +21% | +$12M | 0.96% | 24 |
|
|
2022
Q1 | $62.5M | Buy |
514,940
+12,095
| +2% | +$1.47M | 0.84% | 27 |
|
|
2021
Q4 | $63.9M | Buy |
502,845
+32,423
| +7% | +$4.12M | 0.92% | 25 |
|
|
2021
Q3 | $62.5M | Sell |
470,422
-356,721
| -43% | -$47.4M | 0.92% | 25 |
|
|
2021
Q2 | $112M | Buy |
827,143
+35,939
| +5% | +$4.86M | 1.8% | 13 |
|
|
2021
Q1 | $104M | Buy |
791,204
+105,063
| +15% | +$13.7M | 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% | +$11M | 2.05% | 12 |
|
|
2020
Q1 | $56.3M | Buy |
435,985
+31,583
| +8% | +$4.08M | 2.01% | 13 |
|
|
2019
Q4 | $51.7M | Buy |
404,402
+35,967
| +10% | +$4.6M | 1.83% | 14 |
|
|
2019
Q3 | $46.7M | Buy |
368,435
+20,905
| +6% | +$2.65M | 1.88% | 14 |
|
|
2019
Q2 | $43.2M | Buy |
347,530
+20,751
| +6% | +$2.58M | 1.9% | 14 |
|
|
2019
Q1 | $38.8M | Sell |
326,779
-87,244
| -21% | -$10.4M | 2.2% | 14 |
|
|
2018
Q4 | $47.3M | Sell |
414,023
-80,283
| -16% | -$9.17M | 2.98% | 14 |
|
|
2018
Q3 | $55.8M | Buy |
494,306
+38,547
| +8% | +$4.35M | 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% | +$6.51M | 3.24% | 12 |
|
|
2017
Q4 | $43.2M | Buy |
357,182
+50,428
| +16% | +$6.09M | 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% | +$4.12M | 3.15% | 12 |
|
|
2017
Q1 | $29.5M | Buy |
249,522
+29,229
| +13% | +$3.45M | 3.13% | 11 |
|
|
2016
Q4 | $25.8M | Buy |
220,293
+60,153
| +38% | +$7.05M | 3.13% | 10 |
|
|
2016
Q3 | $19.5M | Buy |
160,140
+45,875
| +40% | +$5.59M | 2.91% | 12 |
|
|
2016
Q2 | $14M | Buy |
114,265
+13,121
| +13% | +$1.61M | 2.54% | 13 |
|
|
2016
Q1 | $12M | Buy |
101,144
+23,340
| +30% | +$2.76M | 2.43% | 14 |
|
|
2015
Q4 | $8.87M | Buy |
77,804
+14,992
| +24% | +$1.71M | 2.25% | 15 |
|
|
2015
Q3 | $7.29M | Buy |
62,812
+6,063
| +11% | +$704K | 2.22% | 15 |
|
|
2015
Q2 | $6.57M | Buy |
56,749
+3,435
| +6% | +$397K | 2.03% | 17 |
|
|
2015
Q1 | $6.49M | Buy |
53,314
+5,566
| +12% | +$677K | 2.49% | 13 |
|
|
2014
Q4 | $5.7M | Buy |
+47,748
| New | +$5.7M | 2.25% | 17 |
|