FWM
FSA 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 | $2.19K | Buy |
+20
| New | +$2.19K | ﹤0.01% | 462 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$32K | – | 154 |
|
|
2020
Q4 | $32K | Buy |
+230
| New | +$32K | 0.02% | 162 |
|
|
2020
Q3 | – | Sell |
-230
| Closed | -$31K | – | 217 |
|
|
2020
Q2 | $31K | Hold |
230
| – | – | 0.02% | 157 |
|
|
2020
Q1 | $28K | Hold |
230
| – | – | 0.02% | 146 |
|
|
2019
Q4 | $29K | Buy |
+230
| New | +$29K | 0.02% | 179 |
|