EWA
Etesian 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 | $700K | Sell |
6,386
-2,540
| -28% | -$278K | 0.26% | 77 |
|
|
2025
Q1 | $970K | Sell |
8,926
-645
| -7% | -$70.1K | 0.42% | 65 |
|
|
2024
Q4 | $1.02M | Sell |
9,571
-199
| -2% | -$21.3K | 0.45% | 64 |
|
|
2024
Q3 | $1.1M | Sell |
9,770
-195
| -2% | -$22K | 0.5% | 62 |
|
|
2024
Q2 | $1.07M | Sell |
9,965
-221
| -2% | -$23.7K | 0.6% | 57 |
|
|
2024
Q1 | $1.11M | Sell |
10,186
-521
| -5% | -$56.7K | 0.64% | 56 |
|
|
2023
Q4 | $1.19M | Buy |
10,707
+58
| +0.5% | +$6.44K | 0.71% | 49 |
|
|
2023
Q3 | $1.09M | Sell |
10,649
-63
| -0.6% | -$6.43K | 0.73% | 47 |
|
|
2023
Q2 | $1.16M | Sell |
10,712
-357
| -3% | -$38.6K | 0.76% | 47 |
|
|
2023
Q1 | $1.21M | Sell |
11,069
-311
| -3% | -$34.1K | 0.81% | 44 |
|
|
2022
Q4 | $1.2M | Buy |
+11,380
| New | +$1.2M | 0.87% | 44 |
|