IWS
Insight Wealth Strategies’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 | $6.96M | Sell |
63,665
-1,764
| -3% | -$193K | 0.88% | 30 |
|
|
2025
Q1 | $7.11M | Sell |
65,429
-197,952
| -75% | -$21.5M | 0.96% | 29 |
|
|
2024
Q4 | $28.1M | Buy |
263,381
+44
| +0% | +$4.7K | 3.77% | 3 |
|
|
2024
Q3 | $29.8M | Sell |
263,337
-1,554
| -0.6% | -$176K | 3.92% | 2 |
|
|
2024
Q2 | $28.4M | Buy |
264,891
+9,115
| +4% | +$976K | 4.04% | 3 |
|
|
2024
Q1 | $27.9M | Buy |
255,776
+47,035
| +23% | +$5.12M | 4.09% | 3 |
|
|
2023
Q4 | $23.1M | Buy |
208,741
+16,070
| +8% | +$1.78M | 3.73% | 5 |
|
|
2023
Q3 | $19.7M | Buy |
192,671
+5,582
| +3% | +$569K | 3.8% | 10 |
|
|
2023
Q2 | $20.2M | Sell |
187,089
-267
| -0.1% | -$28.9K | 3.87% | 11 |
|
|
2023
Q1 | $20.5M | Sell |
187,356
-36,254
| -16% | -$3.97M | 4.03% | 11 |
|
|
2022
Q4 | $23.6M | Buy |
223,610
+2,703
| +1% | +$285K | 4.56% | 6 |
|
|
2022
Q3 | $24.3M | Hold |
220,907
| – | – | 4.51% | 6 |
|
|
2022
Q2 | $24.3M | Buy |
220,907
+5,324
| +2% | +$586K | 4.51% | 6 |
|
|
2022
Q1 | $26.1M | Buy |
215,583
+5,867
| +3% | +$710K | 3.84% | 11 |
|
|
2021
Q4 | $27.8M | Buy |
209,716
+35,490
| +20% | +$4.7M | 3.96% | 8 |
|
|
2021
Q3 | $23.2M | Sell |
174,226
-1,040
| -0.6% | -$138K | 3.26% | 15 |
|
|
2021
Q2 | $23.5M | Sell |
175,266
-12,240
| -7% | -$1.64M | 3.35% | 14 |
|
|
2021
Q1 | $24.4M | Sell |
187,506
-24,739
| -12% | -$3.22M | 3.27% | 13 |
|
|
2020
Q4 | $29.3M | Buy |
212,245
+33,707
| +19% | +$4.66M | 4.98% | 2 |
|
|
2020
Q3 | $24.1M | Sell |
178,538
-47,526
| -21% | -$6.4M | 4.46% | 4 |
|
|
2020
Q2 | $30.4M | Buy |
226,064
+796
| +0.4% | +$107K | 6.77% | 2 |
|
|
2020
Q1 | $27.8M | Buy |
225,268
+179,769
| +395% | +$22.2M | 7.4% | 2 |
|
|
2019
Q4 | $5.82M | Buy |
45,499
+2,504
| +6% | +$320K | 1.23% | 18 |
|
|
2019
Q3 | $5.48M | Buy |
42,995
+23,194
| +117% | +$2.96M | 1.29% | 18 |
|
|
2019
Q2 | $2.46M | Sell |
19,801
-4,313
| -18% | -$536K | 0.6% | 26 |
|
|
2019
Q1 | $2.87M | Buy |
24,114
+5,564
| +30% | +$662K | 0.8% | 22 |
|
|
2018
Q4 | $2.09M | Buy |
+18,550
| New | +$2.09M | 0.64% | 23 |
|