IHWM
Iron Horse Wealth Management’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 | $14.6M | Buy |
133,464
+692
| +0.5% | +$75.9K | 4.32% | 12 |
|
|
2025
Q1 | $14.4M | Sell |
132,772
-70,074
| -35% | -$7.62M | 4.63% | 10 |
|
|
2024
Q4 | $21.7M | Buy |
202,846
+8,550
| +4% | +$913K | 7.27% | 4 |
|
|
2024
Q3 | $22M | Buy |
194,296
+6,924
| +4% | +$782K | 7.5% | 4 |
|
|
2024
Q2 | $20.1M | Buy |
187,372
+6,372
| +4% | +$683K | 7.67% | 5 |
|
|
2024
Q1 | $19.7M | Buy |
181,000
+16,055
| +10% | +$1.75M | 7.79% | 5 |
|
|
2023
Q4 | $18.3M | Buy |
164,945
+5,404
| +3% | +$598K | 7.98% | 4 |
|
|
2023
Q3 | $16.3M | Buy |
159,541
+3,362
| +2% | +$343K | 7.99% | 5 |
|
|
2023
Q2 | $16.9M | Buy |
156,179
+32,070
| +26% | +$3.47M | 8.3% | 4 |
|
|
2023
Q1 | $13.6M | Buy |
124,109
+6,387
| +5% | +$700K | 6.8% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
117,722
+71,131
| +153% | +$7.5M | 6.7% | 6 |
|
|
2022
Q3 | $4.77M | Sell |
46,591
-14,821
| -24% | -$1.52M | 6.89% | 5 |
|
|
2022
Q2 | $6.76M | Buy |
61,412
+4,334
| +8% | +$477K | 3.85% | 13 |
|
|
2022
Q1 | $6.9M | Sell |
57,078
-44,911
| -44% | -$5.43M | 3.79% | 13 |
|
|
2021
Q4 | $13.5M | Sell |
101,989
-16,089
| -14% | -$2.13M | 7.59% | 3 |
|
|
2021
Q3 | $15.7M | Buy |
118,078
+10,454
| +10% | +$1.39M | 9.74% | 1 |
|
|
2021
Q2 | $14.5M | Sell |
107,624
-13,779
| -11% | -$1.85M | 9.53% | 1 |
|
|
2021
Q1 | $15.8M | Buy |
121,403
+10,663
| +10% | +$1.39M | 11.82% | 2 |
|
|
2020
Q4 | $15.3M | Buy |
+110,740
| New | +$15.3M | 12.25% | 2 |
|