HWA
Heartwood Wealth Advisors’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 | $8.46M | Buy |
77,221
+407
| +0.5% | +$44.6K | 0.88% | 26 |
|
|
2025
Q1 | $8.35M | Buy |
76,814
+6,044
| +9% | +$657K | 0.95% | 26 |
|
|
2024
Q4 | $7.56M | Buy |
70,770
+143
| +0.2% | +$15.3K | 0.85% | 28 |
|
|
2024
Q3 | $7.98M | Buy |
70,627
+738
| +1% | +$83.4K | 0.88% | 28 |
|
|
2024
Q2 | $7.49M | Buy |
69,889
+1,199
| +2% | +$128K | 0.89% | 28 |
|
|
2024
Q1 | $7.48M | Buy |
68,690
+3,566
| +5% | +$388K | 0.92% | 28 |
|
|
2023
Q4 | $7.21M | Buy |
65,124
+210
| +0.3% | +$23.2K | 0.96% | 24 |
|
|
2023
Q3 | $6.62M | Buy |
64,914
+661
| +1% | +$67.4K | 0.98% | 23 |
|
|
2023
Q2 | $6.95M | Buy |
64,253
+1,351
| +2% | +$146K | 0.99% | 23 |
|
|
2023
Q1 | $6.89M | Buy |
62,902
+1,830
| +3% | +$201K | 1.03% | 23 |
|
|
2022
Q4 | $6.44M | Buy |
+61,072
| New | +$6.44M | 1.01% | 24 |
|