World Investment Advisors’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 | $987K | Sell |
9,003
-4,031
| -31% | -$442K | 0.02% | 523 |
|
|
2025
Q1 | $1.42M | Buy |
13,034
+1,555
| +14% | +$169K | 0.04% | 421 |
|
|
2024
Q4 | $1.23M | Buy |
11,479
+3
| +0% | +$321 | 0.03% | 419 |
|
|
2024
Q3 | $1.3M | Buy |
11,476
+9,037
| +371% | +$1.02M | 0.04% | 376 |
|
|
2024
Q2 | $261K | Buy |
+2,439
| New | +$261K | 0.02% | 531 |
|
|
2024
Q1 | – | Sell |
-7,733
| Closed | -$856K | – | 440 |
|
|
2023
Q4 | $856K | Sell |
7,733
-1,545
| -17% | -$171K | 0.11% | 160 |
|
|
2023
Q3 | $947K | Buy |
+9,278
| New | +$947K | 0.19% | 96 |
|
|
2022
Q1 | – | Sell |
-6,598
| Closed | -$818K | – | 278 |
|
|
2021
Q4 | $818K | Buy |
6,598
+14
| +0.2% | +$1.74K | 0.17% | 104 |
|
|
2021
Q3 | $876K | Sell |
6,584
-216
| -3% | -$28.7K | 0.2% | 86 |
|
|
2021
Q2 | $914K | Sell |
6,800
-2,504
| -27% | -$337K | 0.21% | 82 |
|
|
2021
Q1 | $1.21M | Sell |
9,304
-8,111
| -47% | -$1.06M | 0.29% | 63 |
|
|
2020
Q4 | $2.35M | Buy |
17,415
+11,068
| +174% | +$1.49M | 0.59% | 32 |
|
|
2020
Q3 | $855K | Buy |
6,347
+231
| +4% | +$31.1K | 0.29% | 57 |
|
|
2020
Q2 | $839K | Buy |
+6,116
| New | +$839K | 0.29% | 55 |
|