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ShoreHaven Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

ShoreHaven Wealth Partners’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
9,758
-899
-8% -$98K 0.33% 52
2026
Q1 		$1.16M Sell
10,657
-853
-7% -$94K 0.42% 49
2025
Q4 		$1.27M Sell
11,510
-574
-5% -$63.8K 0.46% 44
2025
Q3 		$1.35M Sell
12,084
-8,513
-41% -$936K 0.5% 41
2025
Q2 		$2.26M Buy
20,597
+3,936
+24% +$422K 0.92% 29
2025
Q1 		$1.81M Sell
16,661
-446
-3% -$48.1K 0.87% 30
2024
Q4 		$1.83M Sell
17,107
-4,984
-23% -$545K 0.86% 27
2024
Q3 		$2.5M Sell
22,091
-19,578
-47% -$2.17M 1.2% 21
2024
Q2 		$4.46M Sell
41,669
-2,859
-6% -$305K 2.35% 12
2024
Q1 		$4.85M Sell
44,528
-2,317
-5% -$252K 2.67% 10
2023
Q4 		$5.18M Buy
46,845
+2,096
+5% +$218K 3.15% 6
2023
Q3 		$4.57M Sell
44,749
-16,255
-27% -$1.71M 3.14% 8
2023
Q2 		$6.6M Buy
61,004
+16,631
+37% +$1.8M 4.41% 5
2023
Q1 		$4.86M Buy
44,373
+7,194
+19% +$779K 3.41% 7
2022
Q4 		$3.92M Sell
37,179
-937
-2% -$98.1K 2.76% 8
2022
Q3 		$3.9M Buy
38,116
+22,369
+142% +$2.47M 2.98% 8
2022
Q2 		$1.73M Sell
15,747
-2,830
-15% -$320K 1.24% 22
2022
Q1 		$2.25M Buy
+18,577
New +$2.32M 1.19% 29

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MBTD
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FFG
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SWA
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IFA
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DJYG
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CPBTD
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