PWMG
Pioneer Wealth Management 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 | $260K | Buy |
+2,374
| New | +$260K | 0.1% | 43 |
|
|
2024
Q3 | $201K | Buy |
+1,778
| New | +$201K | 0.1% | 42 |
|
|
2024
Q1 | – | Sell |
-2,082
| Closed | -$230K | – | 40 |
|
|
2023
Q4 | $230K | Buy |
+2,082
| New | +$230K | 0.14% | 35 |
|
|
2023
Q1 | – | Sell |
-3,967
| Closed | -$418K | – | 32 |
|
|
2022
Q4 | $418K | Buy |
+3,967
| New | +$418K | 0.39% | 31 |
|