QPWM
Quadrant Private Wealth Management’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 | $696K | Sell |
6,348
-5,413
| -46% | -$593K | 0.14% | 123 |
|
|
2025
Q1 | $1.28M | Buy |
11,761
+428
| +4% | +$46.5K | 0.32% | 85 |
|
|
2024
Q4 | $1.21M | Buy |
11,333
+101
| +0.9% | +$10.8K | 0.3% | 82 |
|
|
2024
Q3 | $1.27M | Sell |
11,232
-7,630
| -40% | -$862K | 0.31% | 80 |
|
|
2024
Q2 | $2.02M | Buy |
18,862
+1,101
| +6% | +$118K | 0.46% | 61 |
|
|
2024
Q1 | $1.93M | Buy |
17,761
+468
| +3% | +$51K | 0.49% | 59 |
|
|
2023
Q4 | $1.91M | Buy |
17,293
+3,439
| +25% | +$381K | 0.53% | 50 |
|
|
2023
Q3 | $1.41M | Sell |
13,854
-686
| -5% | -$70K | 0.48% | 56 |
|
|
2023
Q2 | $1.57M | Buy |
14,540
+888
| +7% | +$96K | 0.46% | 57 |
|
|
2023
Q1 | $1.5M | Buy |
13,652
+953
| +8% | +$104K | 0.47% | 60 |
|
|
2022
Q4 | $1.34M | Buy |
+12,699
| New | +$1.34M | 0.45% | 62 |
|