Buttonwood Financial Group’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
-4,804
Closed -$532K 31
2023
Q4
$532K Sell
4,804
-6
-0.1% -$664 0.39% 21
2023
Q3
$477K Buy
4,810
+333
+7% +$33K 0.35% 22
2023
Q2
$483K Buy
+4,477
New +$483K 0.42% 18