SWA
Sax Wealth Advisors’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 | $5.97M | Buy |
54,457
+4,328
| +9% | +$474K | 0.36% | 47 |
|
|
2025
Q1 | $5.45M | Buy |
50,129
+3,490
| +7% | +$379K | 0.39% | 44 |
|
|
2024
Q4 | $4.98M | Buy |
46,639
+2,426
| +5% | +$259K | 0.39% | 41 |
|
|
2024
Q3 | $5M | Buy |
+44,213
| New | +$5M | 0.45% | 33 |
|
|
2023
Q4 | – | Sell |
-3,236
| Closed | -$330K | – | 193 |
|
|
2023
Q3 | $330K | Sell |
3,236
-2,024
| -38% | -$206K | 0.07% | 136 |
|
|
2023
Q2 | $569K | Buy |
5,260
+23
| +0.4% | +$2.49K | 0.11% | 102 |
|
|
2023
Q1 | $574K | Sell |
5,237
-2,573
| -33% | -$282K | 0.12% | 98 |
|
|
2022
Q4 | $823K | Sell |
7,810
-2,082
| -21% | -$220K | 0.19% | 70 |
|
|
2022
Q3 | $1.01M | Sell |
9,892
-3,091
| -24% | -$317K | 0.26% | 57 |
|
|
2022
Q2 | $1.43M | Sell |
12,983
-10,304
| -44% | -$1.13M | 0.36% | 50 |
|
|
2022
Q1 | $2.82M | Sell |
23,287
-7,389
| -24% | -$894K | 0.68% | 32 |
|
|
2021
Q4 | $4.07M | Sell |
30,676
-1,755
| -5% | -$233K | 0.85% | 27 |
|
|
2021
Q3 | $4.31M | Buy |
32,431
+1,414
| +5% | +$188K | 1.02% | 24 |
|
|
2021
Q2 | $4.17M | Buy |
31,017
+9,699
| +45% | +$1.3M | 1.43% | 20 |
|
|
2021
Q1 | $2.77M | Buy |
21,318
+5,255
| +33% | +$683K | 1.01% | 28 |
|
|
2020
Q4 | $2.22M | Buy |
+16,063
| New | +$2.22M | 1.02% | 31 |
|