WealthShield Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthShield Partners’s Portfolio LQD Stock Details LQD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Sell	9,930 -969	-9%	-$106K	0.13%	167
2025 Q1	$1.18M	Sell	10,899 -544	-5%	-$59.1K	0.15%	145
2024 Q4	$1.22M	Buy	11,443 +1,939	+20%	+$207K	0.17%	130
2024 Q3	$1.07M	Sell	9,504 -95	-1%	-$10.7K	0.15%	146
2024 Q2	$1.03M	Sell	9,599 -6,314	-40%	-$676K	0.16%	144
2024 Q1	$1.73M	Sell	15,913 -4,430	-22%	-$483K	0.28%	103
2023 Q4	$2.25M	Buy	20,343 +2,541	+14%	+$281K	0.37%	79
2023 Q3	$1.82M	Buy	17,802 +11,107	+166%	+$1.13M	0.27%	99
2023 Q2	$724K	Buy	6,695 +1,776	+36%	+$192K	0.11%	174
2023 Q1	$539K	Buy	4,919 +2,497	+103%	+$274K	0.09%	198
2022 Q4	$255K	Sell	2,422 -3,521	-59%	-$371K	0.05%	255
2022 Q3	$609K	Buy	5,943 +475	+9%	+$48.7K	0.12%	177
2022 Q2	$602K	Buy	5,468 +1,968	+56%	+$217K	0.12%	176
2022 Q1	$423K	Sell	3,500 -266	-7%	-$32.1K	0.07%	251
2021 Q4	$499K	Buy	3,766 +217	+6%	+$28.8K	0.08%	190
2021 Q3	$472K	Sell	3,549 -669	-16%	-$89K	0.13%	150
2021 Q2	$567K	Sell	4,218 -37,612	-90%	-$5.06M	0.09%	155
2021 Q1	$5.44M	Sell	41,830 -66,998	-62%	-$8.71M	0.98%	29
2020 Q4	$15M	Buy	108,828 +70,370	+183%	+$9.72M	2.77%	4
2020 Q3	$5.18M	Buy	38,458 +9,201	+31%	+$1.24M	1.82%	10
2020 Q2	$3.94M	Buy	29,257 +26,181	+851%	+$3.52M	1.81%	13
2020 Q1	$380K	Sell	3,076 -535	-15%	-$66.1K	0.23%	89
2019 Q4	$462K	Sell	3,611 -2,102	-37%	-$269K	0.23%	100
2019 Q3	$728K	Sell	5,713 -2,603	-31%	-$332K	0.39%	56
2019 Q2	$1.03M	Sell	8,316 -4,954	-37%	-$616K	0.6%	32
2019 Q1	$1.58M	Buy	13,270 +4,587	+53%	+$546K	0.88%	24
2018 Q4	$980K	Buy	8,683 +2,479	+40%	+$280K	0.67%	33
2018 Q3	$713K	Sell	6,204 -1,409	-19%	-$162K	0.41%	47
2018 Q2	$872K	Sell	7,613 -563	-7%	-$64.5K	0.53%	38
2018 Q1	$960K	Buy	8,176 +213	+3%	+$25K	0.61%	32
2017 Q4	$962K	Buy	+7,963	New	+$962K	0.59%	32