HWM
Hohimer 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 | $561K | Buy |
5,117
+290
| +6% | +$31.8K | 0.1% | 149 |
|
|
2025
Q1 | $525K | Hold |
4,827
| – | – | 0.1% | 159 |
|
|
2024
Q4 | $516K | Buy |
+4,827
| New | +$516K | 0.1% | 142 |
|
|
2022
Q4 | – | Sell |
-2,157
| Closed | -$221K | – | 191 |
|
|
2022
Q3 | $221K | Sell |
2,157
-233
| -10% | -$23.9K | 0.07% | 161 |
|
|
2022
Q2 | $263K | Sell |
2,390
-696
| -23% | -$76.6K | 0.08% | 163 |
|
|
2022
Q1 | $373K | Sell |
3,086
-3,927
| -56% | -$475K | 0.07% | 160 |
|
|
2021
Q4 | $929K | Sell |
7,013
-74
| -1% | -$9.8K | 0.2% | 122 |
|
|
2021
Q3 | $943K | Sell |
7,087
-2,385
| -25% | -$317K | 0.2% | 123 |
|
|
2021
Q2 | $1.27M | Sell |
9,472
-2,182
| -19% | -$293K | 0.26% | 108 |
|
|
2021
Q1 | $1.52M | Sell |
11,654
-1,642
| -12% | -$214K | 0.37% | 87 |
|
|
2020
Q4 | $1.84M | Buy |
13,296
+173
| +1% | +$23.9K | 0.49% | 69 |
|
|
2020
Q3 | $1.77M | Buy |
13,123
+824
| +7% | +$111K | 0.51% | 68 |
|
|
2020
Q2 | $1.65M | Buy |
12,299
+2,241
| +22% | +$301K | 0.57% | 61 |
|
|
2020
Q1 | $1.3M | Buy |
10,058
+3,248
| +48% | +$419K | 0.55% | 73 |
|
|
2019
Q4 | $871K | Buy |
+6,810
| New | +$871K | 0.3% | 132 |
|