NEWAS
N.E.W. Advisory Services’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 | $74K | Sell |
675
-28
| -4% | -$3.07K | 0.01% | 270 |
|
|
2025
Q1 | $76.4K | Buy |
+703
| New | +$76.4K | 0.01% | 308 |
|
|
2023
Q3 | – | Sell |
-1,999
| Closed | -$216K | – | 152 |
|
|
2023
Q2 | $216K | Sell |
1,999
-218
| -10% | -$23.6K | 0.03% | 126 |
|
|
2023
Q1 | $243K | Hold |
2,217
| – | – | 0.04% | 119 |
|
|
2022
Q4 | $234K | Sell |
2,217
-1,703
| -43% | -$180K | 0.04% | 121 |
|
|
2022
Q3 | $402K | Sell |
3,920
-51
| -1% | -$5.23K | 0.07% | 79 |
|
|
2022
Q2 | $437K | Sell |
3,971
-5,359
| -57% | -$590K | 0.08% | 78 |
|
|
2022
Q1 | $1.21M | Buy |
9,330
+4,463
| +92% | +$581K | 0.23% | 46 |
|
|
2021
Q4 | $645K | Sell |
4,867
-695
| -12% | -$92.1K | 0.1% | 69 |
|
|
2021
Q3 | $740K | Sell |
5,562
-682
| -11% | -$90.7K | 0.12% | 68 |
|
|
2021
Q2 | $834K | Sell |
6,244
-3,086
| -33% | -$412K | 0.14% | 64 |
|
|
2021
Q1 | $1.22M | Sell |
9,330
-3,354
| -26% | -$437K | 0.23% | 47 |
|
|
2020
Q4 | $1.75M | Buy |
+12,684
| New | +$1.75M | 0.37% | 40 |
|