IWA
Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.11M | Buy |
10,227
+2
| +0% | +$216 | 0.26% | 86 |
|
|
2023
Q1 | $1.12M | Buy |
+10,225
| New | +$1.12M | 0.29% | 78 |
|
|
2017
Q4 | – | Sell |
-2,742
| Closed | -$332K | – | 161 |
|
|
2017
Q3 | $332K | Sell |
2,742
-16,942
| -86% | -$2.05M | 0.2% | 78 |
|
|
2017
Q2 | $2.37M | Buy |
+19,684
| New | +$2.37M | 1.52% | 19 |
|