WFAG
Worth Financial Advisory Group’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 | – | Sell |
-13,694
| Closed | -$1.49M | – | 164 |
|
|
2025
Q1 | $1.49M | Sell |
13,694
-452
| -3% | -$49.1K | 0.95% | 25 |
|
|
2024
Q4 | $1.51M | Sell |
14,146
-230
| -2% | -$24.6K | 0.93% | 23 |
|
|
2024
Q3 | $1.62M | Buy |
14,376
+282
| +2% | +$31.9K | 0.95% | 22 |
|
|
2024
Q2 | $1.51M | Buy |
14,094
+814
| +6% | +$87.2K | 0.99% | 23 |
|
|
2024
Q1 | $1.45M | Buy |
13,280
+608
| +5% | +$66.2K | 1% | 23 |
|
|
2023
Q4 | $1.4M | Buy |
12,672
+226
| +2% | +$25K | 1.12% | 21 |
|
|
2023
Q3 | $1.27M | Buy |
12,446
+794
| +7% | +$81K | 1.15% | 21 |
|
|
2023
Q2 | $1.26M | Buy |
11,652
+44
| +0.4% | +$4.76K | 1.17% | 20 |
|
|
2023
Q1 | $1.27M | Buy |
11,608
+1,505
| +15% | +$165K | 1.22% | 19 |
|
|
2022
Q4 | $1.07M | Buy |
+10,103
| New | +$1.07M | 1.24% | 18 |
|