TA
TruWealth 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 | $300K | Sell |
2,741
-442,467
| -99% | -$48.5M | 0.02% | 139 |
|
|
2025
Q1 | $48.4M | Buy |
445,208
+12,820
| +3% | +$1.39M | 2.92% | 9 |
|
|
2024
Q4 | $46.2M | Sell |
432,388
-296,441
| -41% | -$31.7M | 2.79% | 9 |
|
|
2024
Q3 | $82.3M | Buy |
728,829
+141,221
| +24% | +$16M | 5.04% | 5 |
|
|
2024
Q2 | $62.9M | Buy |
587,608
+48,445
| +9% | +$5.19M | 4.18% | 5 |
|
|
2024
Q1 | $58.7M | Buy |
539,163
+13,903
| +3% | +$1.51M | 4.1% | 5 |
|
|
2023
Q4 | $58.1M | Buy |
525,260
+18,612
| +4% | +$2.06M | 4.44% | 5 |
|
|
2023
Q3 | $51.7M | Buy |
506,648
+34,864
| +7% | +$3.56M | 4.44% | 5 |
|
|
2023
Q2 | $51M | Buy |
471,784
+17,056
| +4% | +$1.84M | 4.38% | 5 |
|
|
2023
Q1 | $49.8M | Buy |
+454,728
| New | +$49.8M | 4.57% | 4 |
|