AFWM
AMJ Financial 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
Q1 | – | Sell |
-72,508
| Closed | -$7.75M | – | 94 |
|
|
2024
Q4 | $7.75M | Buy |
72,508
+491
| +0.7% | +$52.5K | 2.14% | 22 |
|
|
2024
Q3 | $8.14M | Buy |
+72,017
| New | +$8.14M | 2.33% | 20 |
|
|
2021
Q2 | – | Sell |
-97,925
| Closed | -$12.7M | – | 100 |
|
|
2021
Q1 | $12.7M | Buy |
97,925
+17,490
| +22% | +$2.27M | 6.16% | 1 |
|
|
2020
Q4 | $11.1M | Buy |
+80,435
| New | +$11.1M | 5.68% | 1 |
|