IWP
Insight Wealth Partners’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 | $11.7M | Sell |
106,939
-14,642
| -12% | -$1.6M | 4.55% | 3 |
|
|
2025
Q1 | $13.2M | Buy |
121,581
+8,686
| +8% | +$944K | 2.2% | 2 |
|
|
2024
Q4 | $12.1M | Buy |
112,895
+6,328
| +6% | +$676K | 1.65% | 2 |
|
|
2024
Q3 | $12M | Buy |
106,567
+14,075
| +15% | +$1.59M | 2.38% | 2 |
|
|
2024
Q2 | $9.91M | Sell |
92,492
-273
| -0.3% | -$29.2K | 1.71% | 3 |
|
|
2024
Q1 | $10.1M | Buy |
92,765
+7,264
| +8% | +$791K | 1.74% | 4 |
|
|
2023
Q4 | $9.46M | Sell |
85,501
-763
| -0.9% | -$84.4K | 1.64% | 4 |
|
|
2023
Q3 | $8.8M | Sell |
86,264
-871
| -1% | -$88.9K | 1.7% | 4 |
|
|
2023
Q2 | $9.42M | Sell |
87,135
-3,073
| -3% | -$332K | 2.18% | 4 |
|
|
2023
Q1 | $9.89M | Buy |
90,208
+21,916
| +32% | +$2.4M | 2.22% | 3 |
|
|
2022
Q4 | $7.2M | Buy |
68,292
+24,518
| +56% | +$2.58M | 5.38% | 3 |
|
|
2022
Q3 | $4.49M | Sell |
43,774
-176,374
| -80% | -$18.1M | 4.23% | 6 |
|
|
2022
Q2 | $24.2M | Buy |
220,148
+3,972
| +2% | +$437K | 18.21% | 1 |
|
|
2022
Q1 | $26.1M | Buy |
216,176
+117,429
| +119% | +$14.2M | 14.52% | 1 |
|
|
2021
Q4 | $13.1M | Buy |
98,747
+7,733
| +8% | +$1.02M | 2.45% | 4 |
|
|
2021
Q3 | $12.1M | Sell |
91,014
-1,348
| -1% | -$179K | 6.49% | 4 |
|
|
2021
Q2 | $12.4M | Buy |
92,362
+3,340
| +4% | +$449K | 6.61% | 3 |
|
|
2021
Q1 | $11.6M | Buy |
89,022
+13,900
| +19% | +$1.81M | 5.7% | 4 |
|
|
2020
Q4 | $10.4M | Buy |
75,122
+44,767
| +147% | +$6.18M | 6.35% | 2 |
|
|
2020
Q3 | $4.09M | Sell |
30,355
-45,602
| -60% | -$6.14M | 3.91% | 7 |
|
|
2020
Q2 | $10.2M | Buy |
75,957
+3,961
| +6% | +$533K | 10.49% | 1 |
|
|
2020
Q1 | $8.89M | Buy |
71,996
+11,871
| +20% | +$1.47M | 11.59% | 2 |
|
|
2019
Q4 | $7.69M | Buy |
+60,125
| New | +$7.69M | 7.63% | 1 |
|