HWAM
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Hennion & Walsh Asset 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
2021
Q4
Sell
-87,332
Closed -$11.6M 767
2021
Q3
$11.6M Buy
87,332
+7,917
+10% +$1.05M 0.61% 32
2021
Q2
$10.7M Buy
79,415
+5,082
+7% +$683K 0.57% 30
2021
Q1
$9.67M Buy
+74,333
New +$9.67M 0.58% 27