OBWG
Onyx Bridge Wealth 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 | $1.25M | Sell |
11,448
-1,422
| -11% | -$156K | 0.17% | 100 |
|
|
2025
Q1 | $1.4M | Sell |
12,870
-58,075
| -82% | -$6.31M | 0.2% | 90 |
|
|
2024
Q4 | $7.58M | Buy |
70,945
+16,583
| +31% | +$1.77M | 1.09% | 25 |
|
|
2024
Q3 | $6.14M | Buy |
54,362
+13,500
| +33% | +$1.53M | 0.93% | 27 |
|
|
2024
Q2 | $4.38M | Buy |
40,862
+1,910
| +5% | +$205K | 0.72% | 33 |
|
|
2024
Q1 | $4.1M | Buy |
38,952
+35,424
| +1,004% | +$3.72M | 0.73% | 32 |
|
|
2023
Q4 | $390K | Sell |
3,528
-1,224
| -26% | -$135K | 0.08% | 157 |
|
|
2023
Q3 | $485K | Sell |
4,752
-400
| -8% | -$40.8K | 0.11% | 133 |
|
|
2023
Q2 | $557K | Sell |
5,152
-1,451
| -22% | -$157K | 0.13% | 117 |
|
|
2023
Q1 | $724K | Sell |
6,603
-274
| -4% | -$30K | 0.29% | 63 |
|
|
2022
Q4 | $747K | Sell |
6,877
-1,478
| -18% | -$161K | 0.3% | 49 |
|
|
2022
Q3 | $845K | Sell |
8,355
-95
| -1% | -$9.61K | 0.39% | 39 |
|
|
2022
Q2 | $960K | Sell |
8,450
-1,305
| -13% | -$148K | 0.43% | 34 |
|
|
2022
Q1 | $1.11M | Sell |
9,755
-1,785
| -15% | -$203K | 0.42% | 28 |
|
|
2021
Q4 | $1.51M | Buy |
11,540
+2,945
| +34% | +$386K | 0.51% | 19 |
|
|
2021
Q3 | $1.14M | Buy |
8,595
+897
| +12% | +$119K | 0.43% | 26 |
|
|
2021
Q2 | $1.04M | Buy |
7,698
+1,607
| +26% | +$217K | 0.45% | 24 |
|
|
2021
Q1 | $792K | Buy |
+6,091
| New | +$792K | 0.4% | 29 |
|