GWANC
Guardian Wealth Advisors (North Carolina)’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 |
-1
| Closed | -$66 | – | 539 |
|
|
2024
Q4 | $66 | Hold |
1
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $69 | Sell |
1
-4
| -80% | -$276 | ﹤0.01% | 449 |
|
|
2024
Q2 | $493 | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $501 | Hold |
5
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $508 | Hold |
5
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $469 | Sell |
5
-1,000
| -100% | -$93.8K | ﹤0.01% | 410 |
|
|
2023
Q2 | $109K | Buy |
1,005
+1,000
| +20,000% | +$108K | 0.02% | 245 |
|
|
2023
Q1 | $503 | Buy |
5
+1
| +25% | +$101 | ﹤0.01% | 401 |
|
|
2022
Q4 | $422 | Hold |
4
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 369 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 237 |
|