LWM
Lakeridge 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 | $13.1M | Buy |
119,090
+6,065
| +5% | +$665K | 6% | 2 |
|
|
2025
Q1 | $12.3M | Buy |
113,025
+6,413
| +6% | +$697K | 6.14% | 3 |
|
|
2024
Q4 | $11.4M | Buy |
106,612
+7,073
| +7% | +$756K | 5.89% | 3 |
|
|
2024
Q3 | $11.2M | Buy |
99,539
+6,942
| +7% | +$784K | 6.18% | 3 |
|
|
2024
Q2 | $9.92M | Buy |
92,597
+5,364
| +6% | +$575K | 5.96% | 3 |
|
|
2024
Q1 | $9.5M | Buy |
87,233
+5,234
| +6% | +$570K | 6.16% | 3 |
|
|
2023
Q4 | $9.07M | Buy |
+81,999
| New | +$9.07M | 6.56% | 3 |
|