AWA
Aquire 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 | $248K | Sell |
2,263
-28
| -1% | -$3.07K | 0.07% | 44 |
|
|
2025
Q1 | $249K | Buy |
2,291
+10
| +0.4% | +$1.09K | 0.08% | 45 |
|
|
2024
Q4 | $244K | Sell |
2,281
-766
| -25% | -$81.8K | 0.08% | 43 |
|
|
2024
Q3 | $344K | Buy |
3,047
+19
| +0.6% | +$2.15K | 0.11% | 36 |
|
|
2024
Q2 | $324K | Buy |
3,028
+13
| +0.4% | +$1.39K | 0.11% | 35 |
|
|
2024
Q1 | $328K | Hold |
3,015
| – | – | 0.11% | 37 |
|
|
2023
Q4 | $334K | Buy |
3,015
+20
| +0.7% | +$2.21K | 0.13% | 32 |
|
|
2023
Q3 | $306K | Sell |
2,995
-599
| -17% | -$61.1K | 0.13% | 32 |
|
|
2023
Q2 | $389K | Sell |
3,594
-380
| -10% | -$41.1K | 0.16% | 32 |
|
|
2023
Q1 | $436K | Buy |
3,974
+64
| +2% | +$7.02K | 0.19% | 29 |
|
|
2022
Q4 | $412K | Buy |
3,910
+46
| +1% | +$4.85K | 0.21% | 28 |
|
|
2022
Q3 | $396K | Sell |
3,864
-185
| -5% | -$19K | 0.23% | 28 |
|
|
2022
Q2 | $446K | Buy |
4,049
+69
| +2% | +$7.6K | 0.26% | 27 |
|
|
2022
Q1 | $481K | Buy |
3,980
+63
| +2% | +$7.61K | 0.26% | 29 |
|
|
2021
Q4 | $519K | Buy |
+3,917
| New | +$519K | 0.27% | 28 |
|