EWM
EPG 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 | $20.9K | Hold |
191
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $20.8K | Sell |
191
-6
| -3% | -$652 | 0.01% | 331 |
|
|
2024
Q4 | $21K | Hold |
197
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $22.3K | Buy |
+197
| New | +$22.3K | 0.01% | 339 |
|
|
2024
Q2 | – | Sell |
-197
| Closed | -$21.5K | – | 362 |
|
|
2024
Q1 | $21.5K | Sell |
197
-27
| -12% | -$2.94K | 0.01% | 356 |
|
|
2023
Q4 | $24K | Buy |
224
+8
| +4% | +$856 | 0.01% | 341 |
|
|
2023
Q3 | $22K | Sell |
216
-1,232
| -85% | -$126K | 0.01% | 336 |
|
|
2023
Q2 | $157K | Sell |
1,448
-169
| -10% | -$18.3K | 0.05% | 245 |
|
|
2023
Q1 | $177K | Buy |
1,617
+1,613
| +40,325% | +$177K | 0.06% | 241 |
|
|
2022
Q4 | $422 | Hold |
4
| – | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 390 |
|
|
2022
Q2 | – | Sell |
-391
| Closed | -$47K | – | 326 |
|
|
2022
Q1 | $47K | Sell |
391
-17
| -4% | -$2.04K | 0.02% | 296 |
|
|
2021
Q4 | $54K | Buy |
408
+17
| +4% | +$2.25K | 0.02% | 286 |
|
|
2021
Q3 | $52K | Buy |
+391
| New | +$52K | 0.02% | 269 |
|
|
2020
Q2 | – | Sell |
-869
| Closed | -$107K | – | 504 |
|
|
2020
Q1 | $107K | Buy |
869
+400
| +85% | +$49.3K | 0.08% | 168 |
|
|
2019
Q4 | $60K | Buy |
+469
| New | +$60K | 0.04% | 213 |
|