LA
Lifeworks 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 | $18.5M | Buy |
168,431
+510
| +0.3% | +$55.9K | 2.75% | 3 |
|
|
2025
Q1 | $18.3M | Buy |
167,921
+30,013
| +22% | +$3.26M | 3.03% | 3 |
|
|
2024
Q4 | $14.7M | Buy |
137,908
+9,952
| +8% | +$1.06M | 2.66% | 3 |
|
|
2024
Q3 | $14.5M | Buy |
127,956
+29,129
| +29% | +$3.29M | 2.84% | 3 |
|
|
2024
Q2 | $10.6M | Buy |
98,827
+3,673
| +4% | +$393K | 2.95% | 3 |
|
|
2024
Q1 | $10.4M | Buy |
95,154
+20,686
| +28% | +$2.25M | 2.9% | 2 |
|
|
2023
Q4 | $8.24M | Buy |
74,468
+10,725
| +17% | +$1.19M | 2.84% | 3 |
|
|
2023
Q3 | $6.5M | Buy |
63,743
+9,879
| +18% | +$1.01M | 2.53% | 3 |
|
|
2023
Q2 | $5.82M | Buy |
53,864
+25,998
| +93% | +$2.81M | 2.48% | 8 |
|
|
2023
Q1 | $3.05M | Buy |
27,866
+25,862
| +1,291% | +$2.83M | 1.44% | 20 |
|
|
2022
Q4 | $211K | Hold |
2,004
| – | – | 0.12% | 109 |
|
|
2022
Q3 | $203K | Buy |
+2,004
| New | +$203K | 0.12% | 123 |
|
|
2022
Q1 | – | Sell |
-1,803
| Closed | -$239K | – | 131 |
|
|
2021
Q4 | $239K | Buy |
+1,803
| New | +$239K | 0.19% | 102 |
|