Connecticut 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	–	Sell	-2,170	Closed	-$240K	–	329
2023 Q4	$240K	Sell	2,170 -460	-17%	-$50.9K	0.01%	289
2023 Q3	$268K	Buy	+2,630	New	+$268K	0.02%	243