Ownership history in LPWM LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in ISHARES TR (LQD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 102,504 | +2,668 | +2.7% | 2.85% | $11.3M | $109.41 |
| 2025 Q3 | ADDED | 99,836 | +1,695 | +1.7% | 2.97% | $11.1M | $109.04 |
| 2025 Q2 | REDUCED | 98,141 | -1,743 | -1.7% | 3.14% | $10.8M | $106.02 |
| 2025 Q1 | ADDED | 99,884 | +2,403 | +2.5% | 3.50% | $10.9M | $103.92 |
| 2024 Q4 | ADDED | 97,481 | +85,511 | +714.4% | 3.35% | $10.4M | $101.40 |
| 2024 Q3 | ADDED | 11,970 | +1,997 | +20.0% | 0.44% | $1.3M | $105.72 |
| 2024 Q2 | ADDED | 9,973 | +1,085 | +12.2% | 0.37% | $1.1M | $99.16 |
| 2024 Q1 | ADDED | 8,888 | +463 | +5.5% | 0.35% | $942K | $99.67 |
| 2023 Q4 | INITIATED | 8,425 | — | — | 0.36% | $915K | — |
As of 2025 Q4 — sorted by position size