SAI
Savvy Advisors Inc’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 | $1.11M | Buy |
10,140
+5,070
| +100% | +$556K | 0.07% | 202 |
|
|
2025
Q1 | $551K | Sell |
5,070
-2,185
| -30% | -$237K | 0.06% | 274 |
|
|
2024
Q4 | $775K | Buy |
7,255
+518
| +8% | +$55.3K | 0.09% | 181 |
|
|
2024
Q3 | $761K | Buy |
6,737
+1,728
| +34% | +$195K | 0.15% | 133 |
|
|
2024
Q2 | $537K | Buy |
5,009
+1,946
| +64% | +$208K | 0.17% | 133 |
|
|
2024
Q1 | $334K | Sell |
3,063
-392
| -11% | -$42.7K | 0.19% | 150 |
|
|
2023
Q4 | $382K | Buy |
+3,455
| New | +$382K | 0.37% | 82 |
|