AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.49K | Sell |
13
-14,124
| -100% | -$1.62M | ﹤0.01% | 183 |
|
|
2024
Q2 | $1.51M | Sell |
14,137
-4,356
| -24% | -$467K | 0.87% | 26 |
|
|
2024
Q1 | $2.01M | Sell |
18,493
-7,267
| -28% | -$792K | 1.22% | 20 |
|
|
2023
Q4 | $2.85M | Sell |
25,760
-2,927
| -10% | -$324K | 1.94% | 17 |
|
|
2023
Q3 | $2.93M | Sell |
28,687
-469
| -2% | -$47.8K | 2.23% | 14 |
|
|
2023
Q2 | $3.15M | Sell |
29,156
-565
| -2% | -$61.1K | 2.38% | 14 |
|
|
2023
Q1 | $3.26M | Sell |
29,721
-995
| -3% | -$109K | 2.65% | 12 |
|
|
2022
Q4 | $3.24M | Sell |
30,716
-9,439
| -24% | -$995K | 2.82% | 12 |
|
|
2022
Q3 | $4.11M | Buy |
40,155
+218
| +0.5% | +$22.3K | 3.88% | 7 |
|
|
2022
Q2 | $4.39M | Sell |
39,937
-229
| -0.6% | -$25.2K | 4.05% | 7 |
|
|
2022
Q1 | $4.86M | Sell |
40,166
-504
| -1% | -$61K | 3.84% | 7 |
|
|
2021
Q4 | $5.39M | Buy |
+40,670
| New | +$5.39M | 4.37% | 6 |
|