Centurion 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
$721K Sell
6,618
-12,680
-66% -$1.38M 0.28% 66
2023
Q4
$2.14M Buy
19,298
+7,043
+57% +$779K 0.91% 22
2023
Q3
$1.25M Buy
+12,255
New +$1.25M 0.61% 34