CWA
Canvas 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 | $346K | Hold |
3,177
| – | – | 0.07% | 131 |
|
|
2025
Q1 | $336K | Sell |
3,177
-350
| -10% | -$37.1K | 0.09% | 126 |
|
|
2024
Q4 | $377K | Sell |
3,527
-183
| -5% | -$19.6K | 0.09% | 113 |
|
|
2024
Q3 | $419K | Sell |
3,710
-4,147
| -53% | -$469K | 0.12% | 102 |
|
|
2024
Q2 | $856K | Buy |
7,857
+3,257
| +71% | +$355K | 0.26% | 55 |
|
|
2024
Q1 | $484K | Buy |
4,600
+2,350
| +104% | +$247K | 0.16% | 77 |
|
|
2023
Q4 | $248K | Sell |
2,250
-353
| -14% | -$39K | 0.09% | 114 |
|
|
2023
Q3 | $257K | Buy |
2,603
+256
| +11% | +$25.3K | 0.11% | 104 |
|
|
2023
Q2 | $253K | Sell |
2,347
-274
| -10% | -$29.5K | 0.09% | 115 |
|
|
2023
Q1 | $286K | Buy |
2,621
+285
| +12% | +$31.1K | 0.12% | 112 |
|
|
2022
Q4 | $260K | Buy |
+2,336
| New | +$260K | 0.11% | 120 |
|