WA
WP Advisors’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 | $264K | Buy |
2,407
+27
| +1% | +$2.96K | 0.07% | 100 |
|
|
2025
Q1 | $259K | Buy |
+2,380
| New | +$259K | 0.09% | 99 |
|
|
2022
Q2 | – | Sell |
-2,015
| Closed | -$244K | – | 113 |
|
|
2022
Q1 | $244K | Buy |
2,015
+8
| +0.4% | +$969 | 0.1% | 103 |
|
|
2021
Q4 | $266K | Buy |
2,007
+16
| +0.8% | +$2.12K | 0.11% | 93 |
|
|
2021
Q3 | $265K | Buy |
+1,991
| New | +$265K | 0.11% | 92 |
|