SAG
SageView 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 | – | Sell |
-1,906
| Closed | -$207K | – | 631 |
|
|
2025
Q1 | $207K | Sell |
1,906
-254
| -12% | -$27.6K | 0.01% | 574 |
|
|
2024
Q4 | $231K | Sell |
2,160
-296
| -12% | -$31.6K | 0.01% | 531 |
|
|
2024
Q3 | $278K | Buy |
+2,456
| New | +$278K | 0.01% | 419 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 510 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 673 |
|
|
2023
Q4 | – | Sell |
-7,415
| Closed | -$756K | – | 371 |
|
|
2023
Q3 | $756K | Sell |
7,415
-3,105
| -30% | -$317K | 0.04% | 252 |
|
|
2023
Q2 | $1.14M | Sell |
10,520
-17,058
| -62% | -$1.84M | 0.06% | 200 |
|
|
2023
Q1 | $3.02M | Sell |
27,578
-380
| -1% | -$41.7K | 0.19% | 81 |
|
|
2022
Q4 | $2.95M | Buy |
+27,958
| New | +$2.95M | 0.24% | 73 |
|