MWM
Melfa Wealth Management’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 | $1.56M | Buy |
14,236
+309
| +2% | +$33.9K | 0.99% | 23 |
|
|
2025
Q1 | $1.51M | Buy |
13,927
+4,014
| +40% | +$436K | 1.02% | 22 |
|
|
2024
Q4 | $1.06M | Buy |
9,913
+3,344
| +51% | +$357K | 0.71% | 37 |
|
|
2024
Q3 | $742K | Buy |
6,569
+643
| +11% | +$72.7K | 0.49% | 54 |
|
|
2024
Q2 | $635K | Buy |
5,926
+702
| +13% | +$75.2K | 0.44% | 56 |
|
|
2024
Q1 | $569K | Buy |
+5,224
| New | +$569K | 0.41% | 65 |
|