RWM
Ritholtz 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 | $31.9M | Buy |
290,638
+24,111
| +9% | +$2.64M | 0.7% | 21 |
|
|
2025
Q1 | $29M | Buy |
266,527
+11,508
| +5% | +$1.25M | 0.87% | 17 |
|
|
2024
Q4 | $27.2M | Buy |
255,019
+5,476
| +2% | +$585K | 0.8% | 19 |
|
|
2024
Q3 | $28.2M | Buy |
249,543
+12,046
| +5% | +$1.36M | 0.85% | 19 |
|
|
2024
Q2 | $25.4M | Buy |
237,497
+10,038
| +4% | +$1.08M | 0.84% | 20 |
|
|
2024
Q1 | $24.8M | Buy |
+227,459
| New | +$24.8M | 0.85% | 19 |
|
|
2023
Q4 | – | Sell |
-2,472
| Closed | -$252K | – | 778 |
|
|
2023
Q3 | $252K | Buy |
+2,472
| New | +$252K | 0.01% | 586 |
|
|
2022
Q2 | – | Sell |
-62,002
| Closed | -$7.5M | – | 571 |
|
|
2022
Q1 | $7.5M | Buy |
62,002
+2,013
| +3% | +$243K | 0.51% | 24 |
|
|
2021
Q4 | $7.95M | Buy |
59,989
+4,365
| +8% | +$578K | 0.49% | 22 |
|
|
2021
Q3 | $7.4M | Buy |
55,624
+2,941
| +6% | +$391K | 0.51% | 21 |
|
|
2021
Q2 | $7.08M | Buy |
52,683
+19,717
| +60% | +$2.65M | 0.51% | 19 |
|
|
2021
Q1 | $4.29M | Buy |
32,966
+6,643
| +25% | +$864K | 0.36% | 26 |
|
|
2020
Q4 | $3.64M | Buy |
26,323
+1,789
| +7% | +$247K | 0.35% | 28 |
|
|
2020
Q3 | $3.31M | Buy |
24,534
+2,944
| +14% | +$397K | 0.37% | 28 |
|
|
2020
Q2 | $2.9M | Buy |
21,590
+7,366
| +52% | +$991K | 0.37% | 31 |
|
|
2020
Q1 | $1.76M | Buy |
+14,224
| New | +$1.76M | 0.28% | 33 |
|