GSWM
Greenup Street 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 | $690K | Buy |
6,297
+122
| +2% | +$13.4K | 0.12% | 67 |
|
|
2025
Q1 | $671K | Sell |
6,175
-1,153
| -16% | -$125K | 0.13% | 67 |
|
|
2024
Q4 | $783K | Buy |
+7,328
| New | +$783K | 0.16% | 63 |
|
|
2024
Q2 | – | Sell |
-6,104
| Closed | -$665K | – | 89 |
|
|
2024
Q1 | $665K | Buy |
+6,104
| New | +$665K | 0.17% | 59 |
|