Ownership history in Wealth Quarterback LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in ISHARES IBOXX $ INVESTMENT GRADE CO ETF (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 Q3 | REDUCED | 1,816 | -639 | -26.0% | 0.08% | $202K | $109.04 |
| 2024 Q4 | REDUCED | 2,455 | -304 | -11.0% | 0.12% | $262K | $101.40 |
| 2024 Q3 | ADDED | 2,759 | +594 | +27.4% | 0.16% | $312K | $105.72 |
| 2023 Q4 | ADDED | 2,165 | +44 | +2.1% | 0.15% | $240K | $100.54 |
| 2023 Q3 | REDUCED | 2,121 | -2,609 | -55.2% | 0.19% | $216K | $91.32 |
| 2023 Q2 | REDUCED | 4,730 | -924 | -16.3% | 0.35% | $511K | $95.81 |
| 2023 Q1 | REDUCED | 5,654 | -10,575 | -65.2% | 0.53% | $620K | $96.17 |
| 2022 Q4 | REDUCED | 16,229 | -1,934 | -10.6% | 1.42% | $1.7M | $91.90 |
| 2022 Q3 | REDUCED | 18,163 | -39,586 | -68.5% | 1.98% | $1.9M | $88.18 |
| 2022 Q2 | REDUCED | 57,749 | -6,729 | -10.4% | 4.95% | $6.4M | $93.96 |
As of 2025 Q4 — sorted by position size