V
ViaWealth’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 | $2.08M | Sell |
18,978
-3,145
| -14% | -$345K | 1.23% | 18 |
|
2025
Q1 | $2.4M | Sell |
22,123
-2,325
| -10% | -$253K | 1.48% | 14 |
|
2024
Q4 | $2.61M | Hold |
24,448
| – | – | 1.58% | 13 |
|
2024
Q3 | $2.76M | Buy |
24,448
+245
| +1% | +$27.7K | 1.61% | 14 |
|
2024
Q2 | $2.59M | Buy |
24,203
+1,696
| +8% | +$182K | 1.61% | 14 |
|
2024
Q1 | $2.45M | Buy |
22,507
+524
| +2% | +$57.1K | 1.53% | 16 |
|
2023
Q4 | $2.43M | Sell |
21,983
-763
| -3% | -$84.4K | 1.67% | 11 |
|
2023
Q3 | $2.32M | Buy |
22,746
+1,675
| +8% | +$171K | 1.7% | 11 |
|
2023
Q2 | $2.28M | Buy |
21,071
+595
| +3% | +$64.3K | 1.7% | 12 |
|
2023
Q1 | $2.24M | Buy |
20,476
+4,730
| +30% | +$518K | 1.78% | 10 |
|
2022
Q4 | $1.72M | Buy |
+15,746
| New | +$1.72M | 1.41% | 16 |
|