IWP

Insight Wealth Partners’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell	25,594 -34	-0.1%	-$2.95K	0.86%	21
2025 Q1	$2.2M	Sell	25,628 -23	-0.1%	-$1.98K	0.37%	22
2024 Q4	$2.18M	Buy	25,651 +612	+2%	+$52K	0.3%	23
2024 Q3	$2.22M	Buy	+25,039	New	+$2.22M	0.44%	23