APWA
Atlas Private 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 | $444K | Sell |
4,049
-379
| -9% | -$41.5K | 0.06% | 124 |
|
|
2025
Q1 | $481K | Sell |
4,428
-34
| -0.8% | -$3.7K | 0.07% | 113 |
|
|
2024
Q4 | $477K | Sell |
4,462
-2,050
| -31% | -$219K | 0.07% | 105 |
|
|
2024
Q3 | $736K | Sell |
6,512
-424
| -6% | -$47.9K | 0.11% | 79 |
|
|
2024
Q2 | $743K | Buy |
6,936
+3,355
| +94% | +$359K | 0.12% | 77 |
|
|
2024
Q1 | $390K | Sell |
3,581
-4,049
| -53% | -$441K | 0.13% | 74 |
|
|
2023
Q4 | $844K | Sell |
7,630
-656
| -8% | -$72.6K | 0.16% | 61 |
|
|
2023
Q3 | $845K | Sell |
8,286
-952
| -10% | -$97.1K | 0.16% | 80 |
|
|
2023
Q2 | $999K | Buy |
9,238
+3,892
| +73% | +$421K | 0.2% | 75 |
|
|
2023
Q1 | $586K | Sell |
5,346
-58
| -1% | -$6.36K | 0.27% | 68 |
|
|
2022
Q4 | $570K | Sell |
5,404
-213
| -4% | -$22.5K | 0.3% | 70 |
|
|
2022
Q3 | $575K | Sell |
5,617
-48
| -0.8% | -$4.91K | 0.35% | 72 |
|
|
2022
Q2 | $623K | Sell |
5,665
-833
| -13% | -$91.6K | 0.37% | 69 |
|
|
2022
Q1 | $786K | Sell |
6,498
-301
| -4% | -$36.4K | 0.35% | 62 |
|
|
2021
Q4 | $901K | Sell |
6,799
-12
| -0.2% | -$1.59K | 0.42% | 60 |
|
|
2021
Q3 | $906K | Sell |
6,811
-225
| -3% | -$29.9K | 0.47% | 46 |
|
|
2021
Q2 | $945K | Sell |
7,036
-200
| -3% | -$26.9K | 0.51% | 40 |
|
|
2021
Q1 | $941K | Buy |
7,236
+290
| +4% | +$37.7K | 0.53% | 42 |
|
|
2020
Q4 | $959K | Sell |
6,946
-291
| -4% | -$40.2K | 0.64% | 34 |
|
|
2020
Q3 | $975K | Buy |
7,237
+126
| +2% | +$17K | 0.81% | 27 |
|
|
2020
Q2 | $956K | Buy |
+7,111
| New | +$956K | 0.85% | 26 |
|