WJA
Willis Johnson & Associates’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 | $18M | Buy |
164,163
+3,360
| +2% | +$368K | 1.22% | 20 |
|
|
2025
Q1 | $17.5M | Buy |
160,803
+4,968
| +3% | +$540K | 1.32% | 20 |
|
|
2024
Q4 | $16.6M | Sell |
155,835
-141,301
| -48% | -$15.1M | 1.28% | 19 |
|
|
2024
Q3 | $33.6M | Buy |
297,136
+5,106
| +2% | +$577K | 2.55% | 9 |
|
|
2024
Q2 | $31.3M | Buy |
292,030
+24,551
| +9% | +$2.63M | 2.56% | 9 |
|
|
2024
Q1 | $29.1M | Buy |
267,479
+188,243
| +238% | +$20.5M | 2.53% | 9 |
|
|
2023
Q4 | $8.77M | Buy |
79,236
+12,887
| +19% | +$1.43M | 0.8% | 23 |
|
|
2023
Q3 | $6.77M | Buy |
66,349
+25,450
| +62% | +$2.6M | 0.69% | 24 |
|
|
2023
Q2 | $4.42M | Buy |
+40,899
| New | +$4.42M | 0.47% | 33 |
|