AWS
Atria Wealth Solutions’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 | $6.01M | Sell |
54,882
-73,930
| -57% | -$8.09M | 0.14% | 177 |
|
|
2025
Q1 | $14M | Sell |
128,812
-58,779
| -31% | -$6.39M | 0.17% | 132 |
|
|
2024
Q4 | $20M | Sell |
187,591
-64,742
| -26% | -$6.92M | 0.22% | 94 |
|
|
2024
Q3 | $28.5M | Sell |
252,333
-14,665
| -5% | -$1.66M | 0.31% | 59 |
|
|
2024
Q2 | $28.6M | Sell |
266,998
-15,526
| -5% | -$1.66M | 0.32% | 53 |
|
|
2024
Q1 | $30.8M | Sell |
282,524
-40,346
| -12% | -$4.39M | 0.35% | 46 |
|
|
2023
Q4 | $35.7M | Buy |
322,870
+57,272
| +22% | +$6.34M | 0.45% | 33 |
|
|
2023
Q3 | $27.1M | Buy |
265,598
+52,496
| +25% | +$5.36M | 0.38% | 49 |
|
|
2023
Q2 | $23M | Buy |
213,102
+3,521
| +2% | +$381K | 0.31% | 68 |
|
|
2023
Q1 | $23M | Sell |
209,581
-5,081
| -2% | -$557K | 0.34% | 63 |
|
|
2022
Q4 | $22.6M | Buy |
214,662
+20,220
| +10% | +$2.13M | 0.36% | 59 |
|
|
2022
Q3 | $19.9M | Buy |
194,442
+65,284
| +51% | +$6.69M | 0.34% | 57 |
|
|
2022
Q2 | $14.2M | Sell |
129,158
-9,735
| -7% | -$1.07M | 0.27% | 77 |
|
|
2022
Q1 | $16.8M | Buy |
+138,893
| New | +$16.8M | 0.28% | 77 |
|