BFWM
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Bright Futures Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bright Futures Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,852
Closed -$530K – 183
2024
Q3 		$530K Sell
4,852
-95
-2% -$10.4K 0.26% 112
2024
Q2 		$547K Sell
4,947
-185
-4% -$20.5K 0.3% 103
2024
Q1 		$553K Buy
+5,132
New +$553K 0.3% 94