WAM
Walker Asset 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 | $263K | Sell |
2,396
-36
| -1% | -$3.95K | 0.15% | 113 |
|
|
2025
Q1 | $264K | Sell |
2,432
-31
| -1% | -$3.37K | 0.16% | 112 |
|
|
2024
Q4 | $263K | Buy |
2,463
+27
| +1% | +$2.89K | 0.16% | 112 |
|
|
2024
Q3 | $275K | Sell |
2,436
-81
| -3% | -$9.15K | 0.17% | 106 |
|
|
2024
Q2 | $270K | Buy |
2,517
+27
| +1% | +$2.89K | 0.18% | 103 |
|
|
2024
Q1 | $271K | Buy |
2,490
+12
| +0.5% | +$1.31K | 0.18% | 108 |
|
|
2023
Q4 | $274K | Sell |
2,478
-114
| -4% | -$12.6K | 0.2% | 100 |
|
|
2023
Q3 | $264K | Sell |
2,592
-1
| -0% | -$102 | 0.24% | 69 |
|
|
2023
Q2 | $280K | Sell |
2,593
-26
| -1% | -$2.81K | 0.23% | 68 |
|
|
2023
Q1 | $287K | Hold |
2,619
| – | – | 0.25% | 63 |
|
|
2022
Q4 | $276K | Buy |
2,619
+46
| +2% | +$4.85K | 0.24% | 61 |
|
|
2022
Q3 | $264K | Buy |
2,573
+144
| +6% | +$14.8K | 0.24% | 56 |
|
|
2022
Q2 | $267K | Hold |
2,429
| – | – | 0.24% | 64 |
|
|
2022
Q1 | $294K | Buy |
+2,429
| New | +$294K | 0.24% | 65 |
|