MWA
Moser 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 | $391K | Hold |
3,565
| – | – | 0.19% | 70 |
|
|
2025
Q1 | $387K | Buy |
3,565
+75
| +2% | +$8.15K | 0.2% | 70 |
|
|
2024
Q4 | $373K | Sell |
3,490
-475
| -12% | -$50.7K | 0.19% | 65 |
|
|
2024
Q3 | $448K | Hold |
3,965
| – | – | 0.23% | 63 |
|
|
2024
Q2 | $425K | Hold |
3,965
| – | – | 0.23% | 64 |
|
|
2024
Q1 | $432K | Hold |
3,965
| – | – | 0.24% | 63 |
|
|
2023
Q4 | $439K | Sell |
3,965
-1,965
| -33% | -$217K | 0.28% | 57 |
|
|
2023
Q3 | $605K | Sell |
5,930
-350
| -6% | -$35.7K | 0.42% | 49 |
|
|
2023
Q2 | $679K | Buy |
+6,280
| New | +$679K | 0.46% | 49 |
|
|
2022
Q4 | $713K | Sell |
6,760
-10
| -0.1% | -$1.05K | 0.54% | 46 |
|
|
2022
Q3 | $694K | Sell |
6,770
-40
| -0.6% | -$4.1K | 0.54% | 47 |
|
|
2022
Q2 | $749K | Sell |
6,810
-175
| -3% | -$19.2K | 0.56% | 47 |
|
|
2022
Q1 | $845K | Sell |
6,985
-250
| -3% | -$30.2K | 0.53% | 43 |
|
|
2021
Q4 | $959K | Sell |
7,235
-100
| -1% | -$13.3K | 0.58% | 40 |
|
|
2021
Q3 | $976K | Sell |
7,335
-650
| -8% | -$86.5K | 0.62% | 40 |
|
|
2021
Q2 | $1.07M | Buy |
7,985
+1,425
| +22% | +$191K | 0.69% | 38 |
|
|
2021
Q1 | $853K | Hold |
6,560
| – | – | 0.6% | 41 |
|
|
2020
Q4 | $906K | Buy |
6,560
+350
| +6% | +$48.3K | 0.67% | 37 |
|
|
2020
Q3 | $837K | Buy |
6,210
+4,065
| +190% | +$548K | 0.67% | 35 |
|
|
2020
Q2 | $289K | Hold |
2,145
| – | – | 0.28% | 46 |
|
|
2020
Q1 | $265K | Buy |
2,145
+465
| +28% | +$57.4K | 0.31% | 46 |
|
|
2019
Q4 | $215K | Buy |
+1,680
| New | +$215K | 0.21% | 54 |
|