IWM
IHT 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 | $20.5M | Buy |
187,361
+590
| +0.3% | +$64.7K | 0.56% | 30 |
|
|
2025
Q1 | $20.3M | Buy |
186,771
+23,715
| +15% | +$2.58M | 0.63% | 30 |
|
|
2024
Q4 | $17.4M | Sell |
163,056
-150,193
| -48% | -$16M | 0.56% | 32 |
|
|
2024
Q3 | $35.4M | Buy |
313,249
+168,005
| +116% | +$19M | 1% | 16 |
|
|
2024
Q2 | $15.6M | Buy |
145,244
+10,480
| +8% | +$1.12M | 0.58% | 28 |
|
|
2024
Q1 | $14.7M | Sell |
134,764
-2,591
| -2% | -$282K | 0.59% | 28 |
|
|
2023
Q4 | $15.2M | Buy |
137,355
+23,204
| +20% | +$2.57M | 0.68% | 23 |
|
|
2023
Q3 | $11.6M | Buy |
114,151
+14,040
| +14% | +$1.43M | 0.59% | 29 |
|
|
2023
Q2 | $10.8M | Buy |
100,111
+4,459
| +5% | +$482K | 0.56% | 31 |
|
|
2023
Q1 | $10.5M | Buy |
95,652
+69,889
| +271% | +$7.66M | 0.6% | 29 |
|
|
2022
Q4 | $2.72M | Buy |
25,763
+21,408
| +492% | +$2.26M | 0.17% | 134 |
|
|
2022
Q3 | $446K | Buy |
4,355
+1,778
| +69% | +$182K | 0.03% | 489 |
|
|
2022
Q2 | $284K | Sell |
2,577
-154
| -6% | -$17K | 0.03% | 545 |
|
|
2022
Q1 | $330K | Buy |
2,731
+54
| +2% | +$6.53K | 0.03% | 533 |
|
|
2021
Q4 | $355K | Sell |
2,677
-1,592
| -37% | -$211K | 0.03% | 547 |
|
|
2021
Q3 | $568K | Sell |
4,269
-3,006
| -41% | -$400K | 0.05% | 383 |
|
|
2021
Q2 | $978K | Sell |
7,275
-2,818
| -28% | -$379K | 0.06% | 326 |
|
|
2021
Q1 | $1.31M | Sell |
10,093
-11,452
| -53% | -$1.49M | 0.09% | 219 |
|
|
2020
Q4 | $2.98M | Buy |
21,545
+1,543
| +8% | +$213K | 0.25% | 91 |
|
|
2020
Q3 | $2.7M | Buy |
20,002
+6,329
| +46% | +$853K | 0.27% | 87 |
|
|
2020
Q2 | $1.84M | Sell |
13,673
-3,124
| -19% | -$420K | 0.25% | 96 |
|
|
2020
Q1 | $2.08M | Sell |
16,797
-8,779
| -34% | -$1.08M | 0.3% | 83 |
|
|
2019
Q4 | $3.27M | Sell |
25,576
-3,342
| -12% | -$428K | 0.39% | 56 |
|
|
2019
Q3 | $3.69M | Sell |
28,918
-2,858
| -9% | -$364K | 0.5% | 40 |
|
|
2019
Q2 | $3.95M | Buy |
31,776
+7,352
| +30% | +$914K | 0.57% | 29 |
|
|
2019
Q1 | $2.91M | Sell |
24,424
-1,966
| -7% | -$234K | 0.48% | 43 |
|
|
2018
Q4 | $2.98M | Buy |
26,390
+8,206
| +45% | +$926K | 0.57% | 33 |
|
|
2018
Q3 | $2.09M | Buy |
18,184
+1,662
| +10% | +$191K | 0.45% | 51 |
|
|
2018
Q2 | $1.89M | Buy |
16,522
+4,360
| +36% | +$500K | 0.48% | 49 |
|
|
2018
Q1 | $1.42M | Buy |
12,162
+5,129
| +73% | +$600K | 0.38% | 55 |
|
|
2017
Q4 | $850K | Buy |
7,033
+612
| +10% | +$74K | 0.23% | 115 |
|
|
2017
Q3 | $777K | Sell |
6,421
-133
| -2% | -$16.1K | 0.33% | 78 |
|
|
2017
Q2 | $2 | Buy |
6,554
+1,594
| +32% | – | ﹤0.01% | 1230 |
|
|
2017
Q1 | $585K | Sell |
4,960
-966
| -16% | -$114K | 0.39% | 60 |
|
|
2016
Q4 | $695K | Buy |
+5,926
| New | +$695K | 0.53% | 42 |
|