WWM
Wagner Wealth Management’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 | $6.01K | Buy |
55
+1
| +2% | +$109 | ﹤0.01% | 208 |
|
|
2025
Q1 | $5.89K | Hold |
54
| – | – | ﹤0.01% | 202 |
|
|
2024
Q4 | $5.74K | Sell |
54
-210
| -80% | -$22.3K | ﹤0.01% | 202 |
|
|
2024
Q3 | $29.8K | Buy |
264
+211
| +398% | +$23.8K | 0.01% | 160 |
|
|
2024
Q2 | $5.68K | Hold |
53
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $5.77K | Sell |
53
-379
| -88% | -$41.3K | ﹤0.01% | 218 |
|
|
2023
Q4 | $47.8K | Hold |
432
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $44.1K | Hold |
432
| – | – | 0.02% | 140 |
|
|
2023
Q2 | $46.7K | Hold |
432
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $47.4K | Hold |
432
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $45.5K | Buy |
432
+379
| +715% | +$40K | 0.03% | 154 |
|
|
2022
Q3 | $5K | Sell |
53
-312
| -85% | -$29.4K | ﹤0.01% | 524 |
|
|
2022
Q2 | $40K | Sell |
365
-365
| -50% | -$40K | 0.03% | 232 |
|
|
2022
Q1 | $88K | Buy |
730
+241
| +49% | +$29.1K | 0.06% | 143 |
|
|
2021
Q4 | $65K | Hold |
489
| – | – | 0.05% | 218 |
|
|
2021
Q3 | $65K | Sell |
489
-1,009
| -67% | -$134K | 0.05% | 209 |
|
|
2021
Q2 | $201K | Sell |
1,498
-647
| -30% | -$86.8K | 0.14% | 127 |
|
|
2021
Q1 | $279K | Sell |
2,145
-732
| -25% | -$95.2K | 0.22% | 89 |
|
|
2020
Q4 | $397K | Buy |
+2,877
| New | +$397K | 0.38% | 68 |
|
|
2018
Q3 | $159K | Sell |
1,385
-75
| -5% | -$8.61K | 0.11% | 147 |
|
|
2018
Q2 | $167K | Buy |
1,460
+360
| +33% | +$41.2K | 0.12% | 127 |
|
|
2018
Q1 | $129K | Hold |
1,100
| – | – | 0.1% | 145 |
|
|
2017
Q4 | $133K | Buy |
+1,100
| New | +$133K | 0.1% | 143 |
|