KWMG
King Wealth Management Group’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 | $1.74M | Sell |
15,885
-895
| -5% | -$98.1K | 0.24% | 45 |
|
|
2025
Q1 | $1.82M | Sell |
16,780
-844
| -5% | -$91.7K | 0.28% | 46 |
|
|
2024
Q4 | $1.88M | Sell |
17,624
-84
| -0.5% | -$8.98K | 0.27% | 45 |
|
|
2024
Q3 | $2M | Sell |
17,708
-1,579
| -8% | -$178K | 0.31% | 40 |
|
|
2024
Q2 | $2.07M | Sell |
19,287
-897
| -4% | -$96.1K | 0.34% | 41 |
|
|
2024
Q1 | $2.2M | Sell |
20,184
-1,112
| -5% | -$121K | 0.39% | 38 |
|
|
2023
Q4 | $2.36M | Sell |
21,296
-2,189
| -9% | -$242K | 0.46% | 36 |
|
|
2023
Q3 | $2.4M | Sell |
23,485
-1,871
| -7% | -$191K | 0.51% | 36 |
|
|
2023
Q2 | $2.74M | Buy |
25,356
+27
| +0.1% | +$2.92K | 0.55% | 35 |
|
|
2023
Q1 | $2.78M | Sell |
25,329
-332
| -1% | -$36.4K | 0.61% | 35 |
|
|
2022
Q4 | $2.71M | Sell |
25,661
-349
| -1% | -$36.8K | 0.65% | 35 |
|
|
2022
Q3 | $2.67M | Sell |
26,010
-517
| -2% | -$53K | 0.68% | 34 |
|
|
2022
Q2 | $2.92M | Sell |
26,527
-523
| -2% | -$57.6K | 0.7% | 33 |
|
|
2022
Q1 | $3.27M | Buy |
27,050
+3
| +0% | +$363 | 0.64% | 32 |
|
|
2021
Q4 | $3.58M | Sell |
27,047
-448
| -2% | -$59.4K | 0.67% | 31 |
|
|
2021
Q3 | $3.66M | Buy |
27,495
+606
| +2% | +$80.6K | 0.75% | 28 |
|
|
2021
Q2 | $3.61M | Buy |
26,889
+171
| +0.6% | +$23K | 0.74% | 27 |
|
|
2021
Q1 | $3.48M | Sell |
26,718
-235
| -0.9% | -$30.6K | 0.78% | 26 |
|
|
2020
Q4 | $3.72M | Buy |
26,953
+62
| +0.2% | +$8.56K | 0.87% | 24 |
|
|
2020
Q3 | $3.62M | Buy |
26,891
+488
| +2% | +$65.7K | 0.94% | 24 |
|
|
2020
Q2 | $3.55M | Buy |
26,403
+341
| +1% | +$45.9K | 1.04% | 23 |
|
|
2020
Q1 | $3.22M | Sell |
26,062
-367
| -1% | -$45.3K | 1.39% | 17 |
|
|
2019
Q4 | $3.38M | Buy |
26,429
+227
| +0.9% | +$29K | 0.89% | 25 |
|
|
2019
Q3 | $3.34M | Buy |
26,202
+273
| +1% | +$34.8K | 0.96% | 24 |
|
|
2019
Q2 | $3.23M | Buy |
25,929
+851
| +3% | +$106K | 0.96% | 24 |
|
|
2019
Q1 | $2.99M | Buy |
25,078
+2,659
| +12% | +$317K | 0.93% | 24 |
|
|
2018
Q4 | $2.53M | Sell |
22,419
-20
| -0.1% | -$2.26K | 0.92% | 23 |
|
|
2018
Q3 | $2.58M | Sell |
22,439
-232
| -1% | -$26.7K | 0.81% | 27 |
|
|
2018
Q2 | $2.6M | Buy |
22,671
+1,203
| +6% | +$138K | 0.89% | 27 |
|
|
2018
Q1 | $2.52M | Buy |
21,468
+1,075
| +5% | +$126K | 0.89% | 28 |
|
|
2017
Q4 | $2.45M | Buy |
20,393
+708
| +4% | +$84.9K | 0.86% | 29 |
|
|
2017
Q3 | $2.39M | Buy |
19,685
+658
| +3% | +$79.8K | 0.89% | 28 |
|
|
2017
Q2 | $2.29M | Buy |
19,027
+542
| +3% | +$65.3K | 0.91% | 27 |
|
|
2017
Q1 | $2.18M | Buy |
18,485
+1,067
| +6% | +$126K | 0.91% | 25 |
|
|
2016
Q4 | $2.04M | Buy |
17,418
+135
| +0.8% | +$15.8K | 0.92% | 26 |
|
|
2016
Q3 | $2.13M | Buy |
17,283
+172
| +1% | +$21.2K | 1.06% | 21 |
|
|
2016
Q2 | $2.1M | Buy |
17,111
+188
| +1% | +$23.1K | 1.12% | 21 |
|
|
2016
Q1 | $2.01M | Buy |
16,923
+110
| +0.7% | +$13.1K | 1.08% | 22 |
|
|
2015
Q4 | $1.92M | Buy |
16,813
+506
| +3% | +$57.7K | 1.06% | 23 |
|
|
2015
Q3 | $1.89M | Buy |
16,307
+1,071
| +7% | +$124K | 1.16% | 23 |
|
|
2015
Q2 | $1.77M | Buy |
15,236
+428
| +3% | +$49.6K | 0.97% | 27 |
|
|
2015
Q1 | $1.8M | Buy |
14,808
+249
| +2% | +$30.3K | 1.04% | 25 |
|
|
2014
Q4 | $1.74M | Sell |
14,559
-638
| -4% | -$76.2K | 0.92% | 29 |
|
|
2014
Q3 | $1.8M | Buy |
15,197
+233
| +2% | +$27.5K | 1.13% | 22 |
|
|
2014
Q2 | $1.79M | Sell |
14,964
-555
| -4% | -$66.2K | 1.1% | 25 |
|
|
2014
Q1 | $1.81M | Buy |
15,519
+543
| +4% | +$63.5K | 1.25% | 23 |
|
|
2013
Q4 | $1.71M | Buy |
14,976
+2,081
| +16% | +$238K | 0.98% | 30 |
|
|
2013
Q3 | $1.46M | Sell |
12,895
-26
| -0.2% | -$2.95K | 0.95% | 31 |
|
|
2013
Q2 | $1.47M | Buy |
+12,921
| New | +$1.47M | 1.02% | 28 |
|