CWM

Certus 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
2024 Q1	–	Sell	-10,562	Closed	-$1.17M	–	53
2023 Q4	$1.17M	Buy	10,562 +2,783	+36%	+$308K	0.99%	24
2023 Q3	$794K	Buy	7,779 +2,694	+53%	+$275K	0.76%	29
2023 Q2	$550K	Buy	+5,085	New	+$550K	0.55%	41