AWAG
ARS Wealth Advisors Group’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 | $312K | Buy |
2,845
+16
| +0.6% | +$1.75K | 0.04% | 127 |
|
|
2025
Q1 | $307K | Buy |
2,829
+10
| +0.4% | +$1.09K | 0.04% | 118 |
|
|
2024
Q4 | $301K | Sell |
2,819
-321
| -10% | -$34.3K | 0.04% | 121 |
|
|
2024
Q3 | $355K | Buy |
3,140
+15
| +0.5% | +$1.7K | 0.04% | 119 |
|
|
2024
Q2 | $335K | Buy |
3,125
+10
| +0.3% | +$1.07K | 0.04% | 116 |
|
|
2024
Q1 | $339K | Buy |
+3,115
| New | +$339K | 0.05% | 120 |
|