MCWA
Meadow Creek 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 | $358K | Hold |
3,262
| – | – | 0.24% | 87 |
|
|
2025
Q1 | $355K | Sell |
3,262
-17
| -0.5% | -$1.85K | 0.26% | 83 |
|
|
2024
Q4 | $350K | Hold |
3,279
| – | – | 0.25% | 85 |
|
|
2024
Q3 | $370K | Sell |
3,279
-25
| -0.8% | -$2.82K | 0.29% | 83 |
|
|
2024
Q2 | $354K | Sell |
3,304
-10
| -0.3% | -$1.07K | 0.33% | 78 |
|
|
2024
Q1 | $361K | Sell |
3,314
-19
| -0.6% | -$2.07K | 0.25% | 92 |
|
|
2023
Q4 | $369K | Buy |
+3,333
| New | +$369K | 0.36% | 65 |
|
|
2022
Q3 | $380K | Sell |
3,707
-9
| -0.2% | -$923 | 0.5% | 50 |
|
|
2022
Q2 | $409K | Hold |
3,716
| – | – | 0.5% | 51 |
|
|
2022
Q1 | $449K | Buy |
3,716
+2
| +0.1% | +$242 | 0.49% | 57 |
|
|
2021
Q4 | $492K | Buy |
+3,714
| New | +$492K | 0.46% | 53 |
|
|
2019
Q4 | $553K | Buy |
+4,323
| New | +$553K | 0.77% | 32 |
|