GAG
GM Advisory Group’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
Q1 | – | Sell |
-11,042
| Closed | -$1.18M | – | 280 |
|
|
2024
Q4 | $1.18M | Buy |
11,042
+9,160
| +487% | +$979K | 0.07% | 109 |
|
|
2024
Q3 | $213K | Sell |
1,882
-1,159
| -38% | -$131K | 0.01% | 234 |
|
|
2024
Q2 | $326K | Sell |
3,041
-14,166
| -82% | -$1.52M | 0.02% | 179 |
|
|
2024
Q1 | $1.87M | Sell |
17,207
-1,061
| -6% | -$116K | 0.13% | 76 |
|
|
2023
Q4 | $2.02M | Buy |
+18,268
| New | +$2.02M | 0.15% | 64 |
|