LWA
Lineweaver Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
10,399
+22
| +0.2% | +$1.17K | 0.09% | 121 |
|
|
2025
Q1 | $545K | Sell |
10,377
-475
| -4% | -$24.9K | 0.09% | 111 |
|
|
2024
Q4 | $559K | Sell |
10,852
-4,211
| -28% | -$217K | 0.1% | 104 |
|
|
2024
Q3 | $809K | Sell |
15,063
-1,016
| -6% | -$54.6K | 0.15% | 90 |
|
|
2024
Q2 | $824K | Sell |
16,079
-5,973
| -27% | -$306K | 0.17% | 90 |
|
|
2024
Q1 | $1.14M | Sell |
22,052
-1,966
| -8% | -$101K | 0.27% | 73 |
|
|
2023
Q4 | $1.25M | Sell |
24,018
-188,356
| -89% | -$9.8M | 0.32% | 60 |
|
|
2023
Q3 | $10.3M | Sell |
212,374
-13,982
| -6% | -$680K | 3% | 9 |
|
|
2023
Q2 | $11.4M | Buy |
226,356
+193,760
| +594% | +$9.8M | 3.26% | 6 |
|
|
2023
Q1 | $1.67M | Buy |
32,596
+100
| +0.3% | +$5.13K | 0.51% | 44 |
|
|
2022
Q4 | $1.61M | Sell |
32,496
-441
| -1% | -$21.8K | 0.49% | 42 |
|
|
2022
Q3 | $1.59M | Sell |
32,937
-2,589
| -7% | -$125K | 0.52% | 43 |
|
|
2022
Q2 | $1.81M | Sell |
35,526
-3,390
| -9% | -$173K | 0.6% | 33 |
|
|
2022
Q1 | $2.14M | Buy |
38,916
+74
| +0.2% | +$4.06K | 0.61% | 30 |
|
|
2021
Q4 | $2.3M | Sell |
38,842
-10,915
| -22% | -$647K | 0.66% | 27 |
|
|
2021
Q3 | $2.99M | Sell |
49,757
-3,520
| -7% | -$211K | 0.91% | 25 |
|
|
2021
Q2 | $3.22M | Sell |
53,277
-27,423
| -34% | -$1.66M | 1.06% | 21 |
|
|
2021
Q1 | $4.78M | Sell |
80,700
-42,220
| -34% | -$2.5M | 1.7% | 16 |
|
|
2020
Q4 | $7.6M | Buy |
122,920
+9,133
| +8% | +$564K | 2.98% | 9 |
|
|
2020
Q3 | $6.92M | Buy |
113,787
+82,633
| +265% | +$5.02M | 3.09% | 11 |
|
|
2020
Q2 | $1.88M | Sell |
31,154
-62,820
| -67% | -$3.79M | 0.96% | 24 |
|
|
2020
Q1 | $5.17M | Buy |
93,974
+2,609
| +3% | +$143K | 3.25% | 7 |
|
|
2019
Q4 | $5.3M | Buy |
+91,365
| New | +$5.3M | 2.99% | 11 |
|