NWAG
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Net Worth Advisory Group’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
$11.4M Buy
103,851
+12,229
+13% +$1.34M 2.52% 5
2025
Q1
$9.96M Buy
91,622
+453
+0.5% +$49.2K 3.13% 5
2024
Q4
$9.74M Sell
91,169
-949
-1% -$101K 2.96% 5
2024
Q3
$10.4M Buy
+92,118
New +$10.4M 3.09% 5