EWA
Evolution 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 | $4.01M | Sell |
36,556
-504
| -1% | -$55.2K | 0.59% | 32 |
|
|
2025
Q1 | $4.03M | Sell |
37,060
-769
| -2% | -$83.6K | 0.67% | 30 |
|
|
2024
Q4 | $4.04M | Sell |
37,829
-1,585
| -4% | -$169K | 0.68% | 28 |
|
|
2024
Q3 | $4.45M | Sell |
39,414
-380
| -1% | -$42.9K | 0.8% | 27 |
|
|
2024
Q2 | $4.26M | Buy |
39,794
+539
| +1% | +$57.7K | 0.83% | 28 |
|
|
2024
Q1 | $4.28M | Sell |
39,255
-80
| -0.2% | -$8.71K | 0.82% | 27 |
|
|
2023
Q4 | $4.35M | Sell |
39,335
-7,260
| -16% | -$803K | 0.88% | 27 |
|
|
2023
Q3 | $4.75M | Buy |
46,595
+1,245
| +3% | +$127K | 1.06% | 27 |
|
|
2023
Q2 | $4.9M | Buy |
45,350
+1,373
| +3% | +$148K | 1.08% | 25 |
|
|
2023
Q1 | $4.82M | Buy |
43,977
+305
| +0.7% | +$33.4K | 1.16% | 25 |
|
|
2022
Q4 | $4.6M | Buy |
43,672
+24,865
| +132% | +$2.62M | 1.16% | 25 |
|
|
2022
Q3 | $1.93M | Buy |
18,807
+13,417
| +249% | +$1.37M | 0.53% | 33 |
|
|
2022
Q2 | $592K | Buy |
5,390
+165
| +3% | +$18.1K | 0.15% | 67 |
|
|
2022
Q1 | $632K | Buy |
5,225
+780
| +18% | +$94.3K | 0.13% | 67 |
|
|
2021
Q4 | $589 | Buy |
4,445
+130
| +3% | +$17 | 0.09% | 68 |
|
|
2021
Q3 | $574K | Buy |
4,315
+225
| +6% | +$29.9K | 0.12% | 58 |
|
|
2021
Q2 | $550K | Buy |
4,090
+15
| +0.4% | +$2.02K | 0.11% | 71 |
|
|
2021
Q1 | $530K | Buy |
4,075
+1,985
| +95% | +$258K | 0.12% | 75 |
|
|
2020
Q4 | $289K | Sell |
2,090
-1,033
| -33% | -$143K | 0.07% | 90 |
|
|
2020
Q3 | $421K | Buy |
3,123
+1,857
| +147% | +$250K | 0.12% | 69 |
|
|
2020
Q2 | $170K | Buy |
1,266
+508
| +67% | +$68.2K | 0.06% | 86 |
|
|
2020
Q1 | $94K | Sell |
758
-180
| -19% | -$22.3K | 0.04% | 89 |
|
|
2019
Q4 | $120K | Buy |
+938
| New | +$120K | 0.03% | 96 |
|
|
2019
Q1 | – | Sell |
-75,175
| Closed | -$8.48M | – | 131 |
|
|
2018
Q4 | $8.48M | Buy |
+75,175
| New | +$8.48M | 3.87% | 5 |
|