FWM
Finer 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 | $632K | Sell |
5,763
-118
| -2% | -$12.9K | 0.34% | 49 |
|
|
2025
Q1 | $639K | Buy |
5,881
+8
| +0.1% | +$870 | 0.38% | 52 |
|
|
2024
Q4 | $627K | Buy |
+5,873
| New | +$627K | 0.36% | 50 |
|
|
2024
Q3 | – | Sell |
-6,295
| Closed | -$674K | – | 80 |
|
|
2024
Q2 | $674K | Buy |
+6,295
| New | +$674K | 0.44% | 43 |
|
|
2024
Q1 | – | Sell |
-2,085
| Closed | -$231K | – | 81 |
|
|
2023
Q4 | $231K | Sell |
2,085
-183
| -8% | -$20.3K | 0.17% | 73 |
|
|
2023
Q3 | $231K | Sell |
2,268
-532
| -19% | -$54.3K | 0.19% | 72 |
|
|
2023
Q2 | $303K | Sell |
2,800
-493
| -15% | -$53.3K | 0.24% | 68 |
|
|
2023
Q1 | $361K | Sell |
3,293
-1,365
| -29% | -$150K | 0.31% | 61 |
|
|
2022
Q4 | $491K | Sell |
4,658
-6,968
| -60% | -$735K | 0.46% | 51 |
|
|
2022
Q3 | $1.19M | Sell |
11,626
-1,545
| -12% | -$158K | 1.17% | 31 |
|
|
2022
Q2 | $1.45M | Sell |
13,171
-2,349
| -15% | -$259K | 1.32% | 26 |
|
|
2022
Q1 | $1.88M | Buy |
15,520
+1,979
| +15% | +$239K | 1.53% | 24 |
|
|
2021
Q4 | $1.79M | Buy |
+13,541
| New | +$1.79M | 1.49% | 22 |
|