LWM ADVISORS INC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, LWM ADVISORS INC opened 15 positions, added to 55, reduced 47 and sold out of 11.
- Q2 2026: Stock SHY; Country of operation —; Class 1 3 YR TREAS BD; Shares before 107,313.
- Q2 2026: Stock LQD; Country of operation —; Class IBOXX INV CP ETF; Shares before 33,945.
- Q2 2026: Stock IEF; Country of operation —; Class 7-10 YR TRSY BD; Shares before 29,576.
- Q2 2026: Stock DSI; Country of operation —; Class ESG MSCI KLD 400; Shares before 4,352.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2067328), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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