AWAU
Alliance Wealth Advisors (Utah)’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 | $1.8M | Sell |
16,379
-5,460
| -25% | -$598K | 0.43% | 69 |
|
|
2025
Q1 | $2.37M | Sell |
21,839
-4,174
| -16% | -$454K | 0.62% | 56 |
|
|
2024
Q4 | $2.78M | Sell |
26,013
-5,941
| -19% | -$635K | 0.72% | 53 |
|
|
2024
Q3 | $3.61M | Buy |
+31,954
| New | +$3.61M | 0.95% | 31 |
|
|
2024
Q1 | – | Sell |
-36,969
| Closed | -$4.09M | – | 239 |
|
|
2023
Q4 | $4.09M | Buy |
+36,969
| New | +$4.09M | 1.37% | 14 |
|
|
2023
Q3 | – | Sell |
-40,718
| Closed | -$4.4M | – | 225 |
|
|
2023
Q2 | $4.4M | Buy |
40,718
+715
| +2% | +$77.3K | 1.63% | 9 |
|
|
2023
Q1 | $4.38M | Buy |
40,003
+927
| +2% | +$102K | 1.76% | 6 |
|
|
2022
Q4 | $4.12M | Buy |
+39,076
| New | +$4.12M | 1.85% | 6 |
|