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Axis Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Axis Wealth Partners’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$513K Sell
4,679
-1,220
-21% -$134K 0.34% 85
2025
Q1 		$641K Sell
5,899
-982
-14% -$107K 0.47% 60
2024
Q4 		$735K Buy
+6,881
New +$735K 0.62% 48