AWA
Acorn Wealth Advisors’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 | $206K | Sell |
1,883
-4,239
| -69% | -$465K | 0.08% | 239 |
|
|
2025
Q1 | $665K | Buy |
6,122
+3,215
| +111% | +$349K | 0.28% | 83 |
|
|
2024
Q4 | $311K | Buy |
2,907
+11
| +0.4% | +$1.18K | 0.13% | 159 |
|
|
2024
Q3 | $327K | Buy |
2,896
+416
| +17% | +$47K | 0.14% | 152 |
|
|
2024
Q2 | $266K | Sell |
2,480
-56
| -2% | -$6K | 0.13% | 159 |
|
|
2024
Q1 | $276K | Buy |
2,536
+5
| +0.2% | +$545 | 0.14% | 154 |
|
|
2023
Q4 | $280K | Buy |
2,531
+9
| +0.4% | +$996 | 0.17% | 136 |
|
|
2023
Q3 | $257K | Buy |
2,522
+356
| +16% | +$36.3K | 0.17% | 138 |
|
|
2023
Q2 | $234K | Buy |
+2,166
| New | +$234K | 0.16% | 147 |
|
|
2022
Q2 | – | Sell |
-1,849
| Closed | -$224K | – | 174 |
|
|
2022
Q1 | $224K | Sell |
1,849
-6
| -0.3% | -$727 | 0.15% | 159 |
|
|
2021
Q4 | $246K | Sell |
1,855
-39
| -2% | -$5.17K | 0.16% | 153 |
|
|
2021
Q3 | $252K | Sell |
1,894
-12
| -0.6% | -$1.6K | 0.18% | 139 |
|
|
2021
Q2 | $256K | Sell |
1,906
-106
| -5% | -$14.2K | 0.18% | 138 |
|
|
2021
Q1 | $262K | Buy |
2,012
+4
| +0.2% | +$521 | 0.19% | 126 |
|
|
2020
Q4 | $277K | Buy |
+2,008
| New | +$277K | 0.22% | 112 |
|
|
2018
Q3 | – | Sell |
-729
| Closed | -$83K | – | 301 |
|
|
2018
Q2 | $83K | Sell |
729
-217
| -23% | -$24.7K | 0.07% | 194 |
|
|
2018
Q1 | $109K | Buy |
946
+137
| +17% | +$15.8K | 0.09% | 166 |
|
|
2017
Q4 | $98K | Buy |
+809
| New | +$98K | 0.09% | 173 |
|