EverSource 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 | $195K | Sell |
1,775
-84
| -5% | -$9.21K | 0.01% | 873 |
|
|
2025
Q1 | $202K | Sell |
1,859
-13,090
| -88% | -$1.42M | 0.01% | 656 |
|
|
2024
Q4 | $1.6M | Buy |
14,949
+14,403
| +2,638% | +$1.54M | 0.09% | 176 |
|
|
2024
Q3 | $61.6K | Buy |
546
+58
| +12% | +$6.55K | ﹤0.01% | 981 |
|
|
2024
Q2 | $53.5K | Buy |
488
+7
| +1% | +$767 | ﹤0.01% | 1056 |
|
|
2024
Q1 | $50.5K | Sell |
481
-1,545
| -76% | -$162K | ﹤0.01% | 982 |
|
|
2023
Q4 | $224K | Buy |
2,026
+733
| +57% | +$81.1K | 0.02% | 406 |
|
|
2023
Q3 | $132K | Buy |
1,293
+936
| +262% | +$95.5K | 0.01% | 489 |
|
|
2023
Q2 | $38.6K | Buy |
357
+150
| +72% | +$16.2K | ﹤0.01% | 933 |
|
|
2023
Q1 | $22.7K | Sell |
207
-569
| -73% | -$62.4K | ﹤0.01% | 1034 |
|
|
2022
Q4 | $81.8K | Buy |
776
+63
| +9% | +$6.64K | 0.01% | 573 |
|
|
2022
Q3 | $73K | Sell |
713
-2
| -0.3% | -$205 | 0.02% | 528 |
|
|
2022
Q2 | $78K | Buy |
715
+5
| +0.7% | +$545 | 0.02% | 452 |
|
|
2022
Q1 | $86K | Sell |
710
-388
| -35% | -$47K | 0.02% | 359 |
|
|
2021
Q4 | $145K | Buy |
+1,098
| New | +$145K | 0.04% | 265 |
|