JWM
Jessup 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,197
| Closed | -$239K | – | 66 |
|
|
2024
Q1 | $239K | Sell |
2,197
-31
| -1% | -$3.38K | 0.1% | 54 |
|
|
2023
Q4 | $247K | Sell |
2,228
-2,476
| -53% | -$274K | 0.12% | 46 |
|
|
2023
Q3 | $480K | Sell |
4,704
-4,722
| -50% | -$482K | 0.28% | 39 |
|
|
2023
Q2 | $1.02M | Sell |
9,426
-2,148
| -19% | -$232K | 0.55% | 34 |
|
|
2023
Q1 | $1.27M | Sell |
11,574
-1,137
| -9% | -$125K | 0.75% | 29 |
|
|
2022
Q4 | $1.34M | Buy |
+12,711
| New | +$1.34M | 0.85% | 30 |
|