Baron 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
2024
Q1
Sell
-1,937
Closed -$214K 189
2023
Q4
$214K Buy
+1,937
New +$214K 0.12% 157
2023
Q3
Sell
-1,903
Closed -$206K 148
2023
Q2
$206K Buy
1,903
+19
+1% +$2.05K 0.13% 134
2023
Q1
$207K Buy
+1,884
New +$207K 0.15% 125