Wealthfront Advisers’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 | $1.01B | Sell |
9,254,116
-485,202
| -5% | -$53.2M | 2.61% | 10 |
|
|
2025
Q1 | $1.06B | Buy |
9,739,318
+1,466,247
| +18% | +$159M | 2.84% | 11 |
|
|
2024
Q4 | $884M | Buy |
8,273,071
+2,019,172
| +32% | +$216M | 2.58% | 11 |
|
|
2024
Q3 | $707M | Buy |
6,253,899
+149,884
| +2% | +$16.9M | 2.17% | 12 |
|
|
2024
Q2 | $654M | Buy |
6,104,015
+150,276
| +3% | +$16.1M | 2.2% | 12 |
|
|
2024
Q1 | $648M | Buy |
5,953,739
+315,348
| +6% | +$34.3M | 2.27% | 11 |
|
|
2023
Q4 | $624M | Buy |
5,638,391
+160,850
| +3% | +$17.8M | 2.4% | 11 |
|
|
2023
Q3 | $559M | Buy |
5,477,541
+127,196
| +2% | +$13M | 2.41% | 11 |
|
|
2023
Q2 | $579M | Buy |
5,350,345
+164,776
| +3% | +$17.8M | 2.45% | 11 |
|
|
2023
Q1 | $568M | Buy |
5,185,569
+169,870
| +3% | +$18.6M | 2.58% | 11 |
|
|
2022
Q4 | $529M | Buy |
5,015,699
+109,618
| +2% | +$11.6M | 2.56% | 12 |
|
|
2022
Q3 | $503M | Buy |
4,906,081
+12,661
| +0.3% | +$1.3M | 2.67% | 10 |
|
|
2022
Q2 | $538M | Buy |
4,893,420
+141,061
| +3% | +$15.5M | 2.71% | 10 |
|
|
2022
Q1 | $575M | Buy |
4,752,359
+139,716
| +3% | +$16.9M | 2.52% | 12 |
|
|
2021
Q4 | $611M | Buy |
4,612,643
+320,828
| +7% | +$42.5M | 2.58% | 12 |
|
|
2021
Q3 | $571M | Buy |
4,291,815
+274,657
| +7% | +$36.5M | 2.65% | 12 |
|
|
2021
Q2 | $540M | Buy |
4,017,158
+188,490
| +5% | +$25.3M | 2.56% | 12 |
|
|
2021
Q1 | $498M | Buy |
3,828,668
+175,389
| +5% | +$22.8M | 2.67% | 12 |
|
|
2020
Q4 | $505M | Buy |
3,653,279
+98,019
| +3% | +$13.5M | 3.04% | 10 |
|
|
2020
Q3 | $479M | Buy |
3,555,260
+140,455
| +4% | +$18.9M | 3.42% | 9 |
|
|
2020
Q2 | $459M | Buy |
3,414,805
+81,077
| +2% | +$10.9M | 3.56% | 9 |
|
|
2020
Q1 | $412M | Sell |
3,333,728
-31,440
| -0.9% | -$3.88M | 3.74% | 9 |
|
|
2019
Q4 | $431M | Buy |
3,365,168
+239,343
| +8% | +$30.6M | 3.19% | 9 |
|
|
2019
Q3 | $398M | Buy |
3,125,825
+187,673
| +6% | +$23.9M | 3.34% | 10 |
|
|
2019
Q2 | $365M | Buy |
2,938,152
+204,935
| +7% | +$25.5M | 3.17% | 10 |
|
|
2019
Q1 | $325M | Buy |
2,733,217
+188,881
| +7% | +$22.5M | 3.02% | 10 |
|
|
2018
Q4 | $287M | Buy |
+2,544,336
| New | +$287M | 3.05% | 11 |
|