International Private Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Buy
6,135
+64
+1% +$7.02K 0.58% 39
2025
Q1
$660K Buy
6,071
+12
+0.2% +$1.3K 0.63% 37
2024
Q4
$647K Buy
+6,059
New +$647K 0.64% 36
2024
Q1
Sell
-11,403
Closed -$1.26M 127
2023
Q4
$1.26M Buy
+11,403
New +$1.26M 1.25% 19