FMWA
Forvis Mazars 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 | $986K | Sell |
9,000
-128
| -1% | -$14K | 0.02% | 206 |
|
|
2025
Q1 | $992K | Sell |
9,128
-1,632
| -15% | -$177K | 0.02% | 207 |
|
|
2024
Q4 | $1.15M | Buy |
10,760
+60
| +0.6% | +$6.41K | 0.03% | 208 |
|
|
2024
Q3 | $1.21M | Buy |
+10,700
| New | +$1.21M | 0.03% | 210 |
|
|
2016
Q2 | – | Sell |
-8,780
| Closed | -$1.04M | – | 190 |
|
|
2016
Q1 | $1.04M | Buy |
+8,780
| New | +$1.04M | 0.17% | 73 |
|
|
2015
Q2 | – | Sell |
-3,453
| Closed | -$420K | – | 191 |
|
|
2015
Q1 | $420K | Buy |
+3,453
| New | +$420K | 0.06% | 121 |
|