SAW
Signal Advisors Wealth’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 | $9.42M | Sell |
85,956
-20,636
| -19% | -$2.26M | 0.74% | 37 |
|
|
2025
Q1 | $11.6M | Buy |
106,592
+36,868
| +53% | +$4.01M | 1.13% | 16 |
|
|
2024
Q4 | $7.45M | Buy |
69,724
+35,598
| +104% | +$3.8M | 0.84% | 24 |
|
|
2024
Q3 | $3.86M | Buy |
+34,126
| New | +$3.86M | 0.55% | 45 |
|
|
2024
Q2 | – | Sell |
-2,793
| Closed | -$304K | – | 204 |
|
|
2024
Q1 | $304K | Sell |
2,793
-969
| -26% | -$106K | 0.08% | 230 |
|
|
2023
Q4 | $416K | Buy |
+3,762
| New | +$416K | 0.14% | 137 |
|