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Amplius Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Amplius Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-47,114
Closed -$4.83M – 176
2022
Q3 		$4.83M Sell
47,114
-25,953
-36% -$2.66M 0.86% 27
2022
Q2 		$8.04M Buy
+73,067
New +$8.04M 1.3% 24