CWA
Clarus 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 | $2.39M | Buy |
22,128
+578
| +3% | +$62.5K | 1.11% | 23 |
|
|
2025
Q1 | $2.31M | Buy |
21,550
+3,172
| +17% | +$340K | 1.23% | 20 |
|
|
2024
Q4 | $1.93M | Buy |
18,378
+1,344
| +8% | +$141K | 0.96% | 25 |
|
|
2024
Q3 | $1.89M | Sell |
17,034
-227
| -1% | -$25.2K | 0.96% | 24 |
|
|
2024
Q2 | $1.87M | Sell |
17,261
-4,255
| -20% | -$460K | 0.99% | 23 |
|
|
2024
Q1 | $2.28M | Buy |
21,516
+1,024
| +5% | +$109K | 1.29% | 20 |
|
|
2023
Q4 | $2.23M | Buy |
+20,492
| New | +$2.23M | 1.32% | 21 |
|
|
2023
Q2 | $2.19M | Buy |
20,711
+2,287
| +12% | +$241K | 1.33% | 19 |
|
|
2023
Q1 | $2.03M | Buy |
18,424
+358
| +2% | +$39.5K | 1.28% | 20 |
|
|
2022
Q4 | $1.96M | Buy |
18,066
+8,690
| +93% | +$944K | 1.29% | 25 |
|
|
2022
Q3 | $952K | Sell |
9,376
-76
| -0.8% | -$7.72K | 0.68% | 35 |
|
|
2022
Q2 | $1.05M | Buy |
+9,452
| New | +$1.05M | 0.74% | 31 |
|
|
2021
Q2 | – | Sell |
-1,634
| Closed | -$214K | – | 120 |
|
|
2021
Q1 | $214K | Sell |
1,634
-115
| -7% | -$15.1K | 0.13% | 120 |
|
|
2020
Q4 | $236K | Sell |
1,749
-9,763
| -85% | -$1.32M | 0.16% | 114 |
|
|
2020
Q3 | $1.55M | Buy |
11,512
+2,228
| +24% | +$299K | 1.2% | 21 |
|
|
2020
Q2 | $1.26M | Buy |
9,284
+7,571
| +442% | +$1.03M | 1.06% | 18 |
|
|
2020
Q1 | $207K | Buy |
+1,713
| New | +$207K | 0.21% | 108 |
|
|
2019
Q4 | – | Sell |
-1,685
| Closed | -$215K | – | 156 |
|
|
2019
Q3 | $215K | Buy |
1,685
+68
| +4% | +$8.68K | 0.16% | 128 |
|
|
2019
Q2 | $201K | Buy |
1,617
+878
| +119% | +$109K | 0.15% | 109 |
|
|
2019
Q1 | $88K | Buy |
739
+9
| +1% | +$1.07K | 0.07% | 216 |
|
|
2018
Q4 | $82K | Buy |
730
+7
| +1% | +$786 | 0.13% | 194 |
|
|
2018
Q3 | $83K | Buy |
723
+10
| +1% | +$1.15K | 0.05% | 227 |
|
|
2018
Q2 | $84K | Buy |
+713
| New | +$84K | 0.06% | 215 |
|