LL
LPWM 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 | $10.8M | Sell |
98,141
-1,743
| -2% | -$191K | 3.14% | 8 |
|
|
2025
Q1 | $10.9M | Buy |
99,884
+2,403
| +2% | +$261K | 3.5% | 7 |
|
|
2024
Q4 | $10.4M | Buy |
97,481
+85,511
| +714% | +$9.14M | 3.35% | 6 |
|
|
2024
Q3 | $1.34M | Buy |
11,970
+1,997
| +20% | +$224K | 0.44% | 30 |
|
|
2024
Q2 | $1.08M | Buy |
9,973
+1,085
| +12% | +$117K | 0.37% | 34 |
|
|
2024
Q1 | $942K | Buy |
8,888
+463
| +5% | +$49.1K | 0.35% | 35 |
|
|
2023
Q4 | $915K | Buy |
+8,425
| New | +$915K | 0.36% | 33 |
|