AWM
Activest Wealth 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 | $102K | Buy |
935
+408
| +77% | +$44.7K | 0.02% | 145 |
|
|
2025
Q1 | $57.3K | Hold |
527
| – | – | 0.02% | 186 |
|
|
2024
Q4 | $56.3K | Hold |
527
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $59.5K | Hold |
527
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $56.5K | Hold |
527
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $57.4K | Hold |
527
| – | – | 0.03% | 105 |
|
|
2023
Q4 | $58.3K | Hold |
527
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $53.8K | Buy |
+527
| New | +$53.8K | 0.03% | 88 |
|
|
2023
Q2 | – | Sell |
-301
| Closed | -$33K | – | 370 |
|
|
2023
Q1 | $33K | Buy |
+301
| New | +$33K | 0.02% | 100 |
|
|
2022
Q3 | – | Sell |
-699
| Closed | -$77K | – | 550 |
|
|
2022
Q2 | $77K | Buy |
699
+386
| +123% | +$42.5K | 0.05% | 75 |
|
|
2022
Q1 | $38K | Buy |
+313
| New | +$38K | 0.02% | 119 |
|