LWL
Leo Wealth LLC’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 | $24.2M | Buy |
220,779
+135,202
| +158% | +$14.8M | 1.88% | 12 |
|
|
2025
Q1 | $9.3M | Sell |
85,577
-76,520
| -47% | -$8.32M | 1.34% | 12 |
|
|
2024
Q4 | $17.3M | Sell |
162,097
-4,791
| -3% | -$512K | 1.55% | 15 |
|
|
2024
Q3 | $18.9M | Buy |
166,888
+24,434
| +17% | +$2.76M | 1.72% | 14 |
|
|
2024
Q2 | $15.2M | Sell |
142,454
-4,280
| -3% | -$456K | 1.55% | 16 |
|
|
2024
Q1 | $15.8M | Sell |
146,734
-6,627
| -4% | -$715K | 1.62% | 11 |
|
|
2023
Q4 | $16.8M | Buy |
+153,361
| New | +$16.8M | 1.74% | 11 |
|