GWP
Gateway Wealth Partners’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 | – | Sell |
-2,853
| Closed | -$310K | – | 371 |
|
|
2025
Q1 | $310K | Buy |
2,853
+14
| +0.5% | +$1.52K | 0.07% | 245 |
|
|
2024
Q4 | $303K | Buy |
2,839
+323
| +13% | +$34.5K | 0.08% | 230 |
|
|
2024
Q3 | $284K | Buy |
2,516
+486
| +24% | +$54.9K | 0.08% | 220 |
|
|
2024
Q2 | $217K | Sell |
2,030
-2,042
| -50% | -$219K | 0.07% | 246 |
|
|
2024
Q1 | $444K | Sell |
4,072
-2,706
| -40% | -$295K | 0.16% | 129 |
|
|
2023
Q4 | $750K | Buy |
6,778
+2,349
| +53% | +$260K | 0.3% | 78 |
|
|
2023
Q3 | $452K | Buy |
+4,429
| New | +$452K | 0.08% | 137 |
|