EWA
ERTS 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 | $3.2M | Sell |
29,160
-8,556
| -23% | -$938K | 1.1% | 16 |
|
|
2025
Q1 | $4.1M | Sell |
37,716
-567
| -1% | -$61.6K | 0.8% | 18 |
|
|
2024
Q4 | $4.09M | Sell |
38,283
-684
| -2% | -$73.1K | 0.77% | 18 |
|
|
2024
Q3 | $4.4M | Sell |
38,967
-1,907
| -5% | -$215K | 0.82% | 18 |
|
|
2024
Q2 | $4.38M | Buy |
40,874
+1,931
| +5% | +$207K | 0.88% | 16 |
|
|
2024
Q1 | $4.24M | Buy |
38,943
+247
| +0.6% | +$26.9K | 0.87% | 14 |
|
|
2023
Q4 | $4.28M | Sell |
38,696
-1,982
| -5% | -$219K | 0.92% | 14 |
|
|
2023
Q3 | $4.15M | Buy |
40,678
+1,698
| +4% | +$173K | 1% | 12 |
|
|
2023
Q2 | $4.22M | Buy |
38,980
+39
| +0.1% | +$4.22K | 0.98% | 15 |
|
|
2023
Q1 | $4.27M | Buy |
38,941
+5,348
| +16% | +$586K | 1.03% | 14 |
|
|
2022
Q4 | $3.54M | Buy |
33,593
+10,728
| +47% | +$1.13M | 0.92% | 19 |
|
|
2022
Q3 | $2.34M | Buy |
22,865
+4,126
| +22% | +$423K | 0.66% | 16 |
|
|
2022
Q2 | $2.06M | Buy |
18,739
+417
| +2% | +$45.9K | 0.59% | 18 |
|
|
2022
Q1 | $2.22M | Buy |
18,322
+952
| +5% | +$115K | 0.62% | 16 |
|
|
2021
Q4 | $2.3M | Buy |
17,370
+425
| +3% | +$56.3K | 0.55% | 19 |
|
|
2021
Q3 | $2.26M | Sell |
16,945
-9,417
| -36% | -$1.25M | 0.59% | 18 |
|
|
2021
Q2 | $3.54M | Buy |
26,362
+1,565
| +6% | +$210K | 0.96% | 17 |
|
|
2021
Q1 | $3.23M | Sell |
24,797
-4,191
| -14% | -$545K | 0.96% | 17 |
|
|
2020
Q4 | $4M | Sell |
28,988
-995
| -3% | -$137K | 1.3% | 18 |
|
|
2020
Q3 | $4.04M | Buy |
29,983
+4,088
| +16% | +$551K | 1.52% | 17 |
|
|
2020
Q2 | $3.48M | Sell |
25,895
-400
| -2% | -$53.8K | 1.41% | 17 |
|
|
2020
Q1 | $3.25M | Sell |
26,295
-110,602
| -81% | -$13.7M | 1.57% | 16 |
|
|
2019
Q4 | $17.5M | Buy |
136,897
+9,826
| +8% | +$1.26M | 7.89% | 5 |
|
|
2019
Q3 | $16.2M | Buy |
127,071
+6,789
| +6% | +$865K | 8.19% | 5 |
|
|
2019
Q2 | $15M | Buy |
120,282
+12,280
| +11% | +$1.53M | 8.25% | 3 |
|
|
2019
Q1 | $12.9M | Buy |
108,002
+33,833
| +46% | +$4.03M | 7.65% | 4 |
|
|
2018
Q4 | $8.37M | Buy |
+74,169
| New | +$8.37M | 5.99% | 3 |
|