Arcadia Wealth Management (New Hampshire)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,416
Closed -$594K 61
2023
Q1
$594K Sell
5,416
-691
-11% -$75.7K 0.49% 32
2022
Q4
$644K Buy
+6,107
New +$644K 0.57% 30