FWM
Foguth 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 | $9.5M | Sell |
86,675
-23,540
| -21% | -$2.58M | 2.03% | 17 |
|
|
2025
Q1 | $12M | Buy |
110,215
+62,058
| +129% | +$6.75M | 2.91% | 7 |
|
|
2024
Q4 | $5.16M | Buy |
48,157
+13,885
| +41% | +$1.49M | 1.35% | 24 |
|
|
2024
Q3 | $3.81M | Buy |
34,272
+14,839
| +76% | +$1.65M | 1.38% | 23 |
|
|
2024
Q2 | $2.08M | Buy |
+19,433
| New | +$2.08M | 0.92% | 27 |
|