ISWM
Independent Solutions 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 | $3.68M | Sell |
33,581
-161
| -0.5% | -$17.6K | 0.72% | 44 |
|
|
2025
Q1 | $3.67M | Buy |
33,742
+375
| +1% | +$40.8K | 0.82% | 35 |
|
|
2024
Q4 | $3.56M | Sell |
33,367
-9,156
| -22% | -$978K | 0.78% | 35 |
|
|
2024
Q3 | $4.8M | Sell |
42,523
-960
| -2% | -$108K | 1.09% | 23 |
|
|
2024
Q2 | $4.66M | Buy |
43,483
+212
| +0.5% | +$22.7K | 1.07% | 21 |
|
|
2024
Q1 | $4.71M | Sell |
43,271
-15,070
| -26% | -$1.64M | 1.12% | 21 |
|
|
2023
Q4 | $6.46M | Sell |
58,341
-972
| -2% | -$108K | 1.66% | 13 |
|
|
2023
Q3 | $6.05M | Buy |
59,313
+880
| +2% | +$89.8K | 1.57% | 14 |
|
|
2023
Q2 | $6.32M | Sell |
58,433
-84
| -0.1% | -$9.08K | 1.59% | 12 |
|
|
2023
Q1 | $6.41M | Buy |
58,517
+1,416
| +2% | +$155K | 1.89% | 11 |
|
|
2022
Q4 | $6.02M | Buy |
57,101
+13,608
| +31% | +$1.43M | 1.83% | 12 |
|
|
2022
Q3 | $4.46M | Sell |
43,493
-1,230
| -3% | -$126K | 1.46% | 14 |
|
|
2022
Q2 | $4.92M | Sell |
44,723
-1,968
| -4% | -$217K | 1.53% | 14 |
|
|
2022
Q1 | $5.65M | Sell |
46,691
-1,608
| -3% | -$194K | 1.33% | 15 |
|
|
2021
Q4 | $6.4M | Sell |
48,299
-3,238
| -6% | -$429K | 1.51% | 13 |
|
|
2021
Q3 | $6.86M | Sell |
51,537
-3,465
| -6% | -$461K | 1.7% | 13 |
|
|
2021
Q2 | $7.39M | Sell |
55,002
-3,618
| -6% | -$486K | 1.79% | 12 |
|
|
2021
Q1 | $7.62M | Buy |
58,620
+10,282
| +21% | +$1.34M | 2.09% | 11 |
|
|
2020
Q4 | $6.68M | Buy |
48,338
+5,380
| +13% | +$743K | 2.08% | 11 |
|
|
2020
Q3 | $5.79M | Buy |
42,958
+5,253
| +14% | +$708K | 2.21% | 11 |
|
|
2020
Q2 | $5.07M | Buy |
37,705
+2,088
| +6% | +$281K | 2.17% | 11 |
|
|
2020
Q1 | $4.4M | Sell |
35,617
-1,661
| -4% | -$205K | 2.43% | 10 |
|
|
2019
Q4 | $4.77M | Buy |
+37,278
| New | +$4.77M | 2.11% | 13 |
|