ZIM
Zacks Investment Management’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 | $16.9M | Buy |
154,104
+509
| +0.3% | +$55.8K | 0.14% | 146 |
|
|
2025
Q1 | $16.7M | Buy |
153,595
+14,948
| +11% | +$1.62M | 0.16% | 140 |
|
|
2024
Q4 | $14.8M | Sell |
138,647
-19,952
| -13% | -$2.13M | 0.14% | 147 |
|
|
2024
Q3 | $17.9M | Buy |
158,599
+29
| +0% | +$3.28K | 0.16% | 137 |
|
|
2024
Q2 | $17M | Sell |
158,570
-5,577
| -3% | -$597K | 0.19% | 120 |
|
|
2024
Q1 | $17.9M | Buy |
164,147
+71,348
| +77% | +$7.77M | 0.19% | 125 |
|
|
2023
Q4 | $10.3M | Sell |
92,799
-77,467
| -45% | -$8.57M | 0.13% | 146 |
|
|
2023
Q3 | $17.4M | Sell |
170,266
-6,520
| -4% | -$665K | 0.23% | 108 |
|
|
2023
Q2 | $19.1M | Sell |
176,786
-3,124
| -2% | -$338K | 0.24% | 101 |
|
|
2023
Q1 | $19.7M | Sell |
179,910
-5,533
| -3% | -$606K | 0.26% | 91 |
|
|
2022
Q4 | $19.6M | Buy |
185,443
+9,398
| +5% | +$991K | 0.27% | 86 |
|
|
2022
Q3 | $18M | Sell |
176,045
-5,554
| -3% | -$569K | 0.29% | 89 |
|
|
2022
Q2 | $20M | Sell |
181,599
-16,450
| -8% | -$1.81M | 0.3% | 85 |
|
|
2022
Q1 | $24M | Sell |
198,049
-602
| -0.3% | -$72.8K | 0.33% | 83 |
|
|
2021
Q4 | $26.3M | Sell |
198,651
-4,765
| -2% | -$631K | 0.37% | 78 |
|
|
2021
Q3 | $27.1M | Buy |
203,416
+1,723
| +0.9% | +$229K | 0.43% | 73 |
|
|
2021
Q2 | $27.1M | Sell |
201,693
-1,428
| -0.7% | -$192K | 0.44% | 72 |
|
|
2021
Q1 | $26.4M | Sell |
203,121
-162
| -0.1% | -$21.1K | 0.47% | 69 |
|
|
2020
Q4 | $28.1M | Buy |
203,283
+3,622
| +2% | +$500K | 0.52% | 64 |
|
|
2020
Q3 | $26.9M | Buy |
199,661
+62,973
| +46% | +$8.48M | 0.55% | 63 |
|
|
2020
Q2 | $18.4M | Sell |
136,688
-56,593
| -29% | -$7.61M | 0.4% | 72 |
|
|
2020
Q1 | $23.9M | Buy |
193,281
+779
| +0.4% | +$96.2K | 0.59% | 56 |
|
|
2019
Q4 | $24.6M | Buy |
192,502
+7,712
| +4% | +$987K | 0.46% | 64 |
|
|
2019
Q3 | $23.6M | Buy |
184,790
+1,439
| +0.8% | +$183K | 0.47% | 59 |
|
|
2019
Q2 | $22.8M | Buy |
183,351
+10,044
| +6% | +$1.25M | 0.47% | 60 |
|
|
2019
Q1 | $20.6M | Buy |
+173,307
| New | +$20.6M | 0.44% | 65 |
|
|
2018
Q4 | – | Sell |
-165,782
| Closed | -$19.1M | – | 554 |
|
|
2018
Q3 | $19.1M | Sell |
165,782
-18,845
| -10% | -$2.17M | 0.4% | 74 |
|
|
2018
Q2 | $21.2M | Buy |
184,627
+1,988
| +1% | +$228K | 0.46% | 70 |
|
|
2018
Q1 | $21.4M | Buy |
182,639
+9,479
| +5% | +$1.11M | 0.48% | 66 |
|
|
2017
Q4 | $21M | Buy |
173,160
+4,540
| +3% | +$552K | 0.46% | 64 |
|
|
2017
Q3 | $20.4M | Buy |
168,620
+5,274
| +3% | +$639K | 0.48% | 62 |
|
|
2017
Q2 | $19.7M | Buy |
163,346
+6,890
| +4% | +$830K | 0.49% | 63 |
|
|
2017
Q1 | $18.4M | Buy |
156,456
+36,628
| +31% | +$4.32M | 0.47% | 66 |
|
|
2016
Q4 | $14M | Sell |
119,828
-30,436
| -20% | -$3.57M | 0.4% | 69 |
|
|
2016
Q3 | $18.5M | Buy |
150,264
+4,024
| +3% | +$496K | 0.52% | 58 |
|
|
2016
Q2 | $17.9M | Sell |
146,240
-826
| -0.6% | -$101K | 0.55% | 55 |
|
|
2016
Q1 | $17.5M | Buy |
147,066
+23,910
| +19% | +$2.84M | 0.55% | 55 |
|
|
2015
Q4 | $14M | Sell |
123,156
-24,326
| -16% | -$2.77M | 0.46% | 67 |
|
|
2015
Q3 | $17.1M | Buy |
147,482
+697
| +0.5% | +$80.9K | 0.6% | 53 |
|
|
2015
Q2 | $17M | Sell |
146,785
-1,808
| -1% | -$209K | 0.54% | 62 |
|
|
2015
Q1 | $18.1M | Buy |
148,593
+12,084
| +9% | +$1.47M | 0.57% | 60 |
|
|
2014
Q4 | $16.3M | Sell |
136,509
-5,932
| -4% | -$708K | 0.53% | 63 |
|
|
2014
Q3 | $16.8M | Buy |
142,441
+1,939
| +1% | +$229K | 0.59% | 58 |
|
|
2014
Q2 | $16.8M | Sell |
140,502
-3,024
| -2% | -$361K | 0.6% | 50 |
|
|
2014
Q1 | $16.8M | Buy |
143,526
+12,607
| +10% | +$1.47M | 0.62% | 46 |
|
|
2013
Q4 | $14.9M | Sell |
130,919
-31
| -0% | -$3.54K | 0.59% | 48 |
|
|
2013
Q3 | $14.9M | Sell |
130,950
-6,106
| -4% | -$693K | 0.64% | 41 |
|
|
2013
Q2 | $15.6M | Buy |
+137,056
| New | +$15.6M | 0.71% | 27 |
|