DWM
Diversify 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
3,752
-142
| -4% | -$15.6K | 0.03% | 406 |
|
|
2025
Q1 | $422K | Buy |
3,894
+69
| +2% | +$7.49K | 0.03% | 382 |
|
|
2024
Q4 | $403K | Sell |
3,825
-49
| -1% | -$5.17K | 0.03% | 380 |
|
|
2024
Q3 | $423K | Sell |
3,874
-692
| -15% | -$75.6K | 0.04% | 344 |
|
|
2024
Q2 | $504K | Buy |
+4,566
| New | +$504K | 0.06% | 273 |
|