Argent Wealth Management’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
2020
Q2
$3.25M Sell
23,899
-5,624
-19% -$765K 0.54% 40
2020
Q1
$3.65M Sell
29,523
-13,822
-32% -$1.71M 0.74% 33
2019
Q4
$5.55M Buy
+43,345
New +$5.55M 0.93% 27