SW
Simplicity 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 | $1.55M | Buy |
14,165
+4,627
| +49% | +$507K | 0.06% | 246 |
|
|
2025
Q1 | $1.04M | Buy |
9,538
+4,230
| +80% | +$460K | 0.08% | 250 |
|
|
2024
Q4 | $567K | Sell |
5,308
-4,741
| -47% | -$507K | 0.12% | 146 |
|
|
2024
Q3 | $1.14M | Sell |
10,049
-51
| -0.5% | -$5.76K | 0.11% | 177 |
|
|
2024
Q2 | $1.08M | Sell |
10,100
-10,251
| -50% | -$1.1M | 0.02% | 508 |
|
|
2024
Q1 | $2.22M | Buy |
20,351
+5,527
| +37% | +$602K | 0.05% | 331 |
|
|
2023
Q4 | $1.64M | Buy |
14,824
+6,402
| +76% | +$708K | 0.63% | 30 |
|
|
2023
Q3 | $859K | Buy |
+8,422
| New | +$859K | 0.5% | 32 |
|