LWA
Lantern Wealth Advisors’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 | $4.12M | Buy |
+37,582
| New | +$4.12M | 2.45% | 7 |
|
|
2024
Q4 | $3.57M | Buy |
33,388
+2,660
| +9% | +$284K | 2.32% | 9 |
|
|
2024
Q3 | $3.47M | Buy |
30,728
+230
| +0.8% | +$26K | 2.41% | 9 |
|
|
2024
Q2 | $3.27M | Buy |
30,498
+420
| +1% | +$45K | 2.37% | 9 |
|
|
2024
Q1 | $3.28M | Sell |
30,078
-235
| -0.8% | -$25.6K | 2.3% | 8 |
|
|
2023
Q4 | $3.35M | Buy |
+30,313
| New | +$3.35M | 2.63% | 7 |
|