SWA
SOA 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 | $223K | Buy |
2,034
+21
| +1% | +$2.3K | 0.04% | 187 |
|
|
2025
Q1 | $219K | Sell |
2,013
-38
| -2% | -$4.13K | 0.05% | 177 |
|
|
2024
Q4 | $219K | Buy |
2,051
+27
| +1% | +$2.89K | 0.04% | 173 |
|
|
2024
Q3 | $229K | Hold |
2,024
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $217K | Sell |
2,024
-103
| -5% | -$11K | 0.04% | 175 |
|
|
2024
Q1 | $232K | Buy |
2,127
+13
| +0.6% | +$1.42K | 0.05% | 166 |
|
|
2023
Q4 | $234K | Buy |
2,114
+7
| +0.3% | +$774 | 0.05% | 158 |
|
|
2023
Q3 | $215K | Buy |
2,107
+19
| +0.9% | +$1.94K | 0.05% | 156 |
|
|
2023
Q2 | $226K | Buy |
2,088
+18
| +0.9% | +$1.95K | 0.05% | 152 |
|
|
2023
Q1 | $227K | Buy |
2,070
+12
| +0.6% | +$1.32K | 0.06% | 143 |
|
|
2022
Q4 | $217K | Sell |
2,058
-833
| -29% | -$87.8K | 0.06% | 142 |
|
|
2022
Q3 | $296K | Buy |
2,891
+14
| +0.5% | +$1.43K | 0.09% | 113 |
|
|
2022
Q2 | $316K | Buy |
2,877
+12
| +0.4% | +$1.32K | 0.09% | 112 |
|
|
2022
Q1 | $346K | Buy |
2,865
+7
| +0.2% | +$845 | 0.08% | 119 |
|
|
2021
Q4 | $379K | Buy |
2,858
+24
| +0.8% | +$3.18K | 0.09% | 114 |
|
|
2021
Q3 | $377K | Sell |
2,834
-38
| -1% | -$5.06K | 0.1% | 116 |
|
|
2021
Q2 | $385K | Sell |
2,872
-55
| -2% | -$7.37K | 0.1% | 115 |
|
|
2021
Q1 | $380K | Sell |
2,927
-13
| -0.4% | -$1.69K | 0.11% | 113 |
|
|
2020
Q4 | $398K | Buy |
+2,940
| New | +$398K | 0.11% | 100 |
|