CWM
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Centric Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-19,529
Closed -$2M 113
2022
Q3
$2M Buy
19,529
+126
+0.6% +$12.9K 0.8% 31
2022
Q2
$2.14M Buy
+19,403
New +$2.14M 0.78% 30