Executive 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
2019
Q4
Sell
-5,855
Closed -$746K 160
2019
Q3
$746K Sell
5,855
-970
-14% -$124K 0.11% 96
2019
Q2
$849K Sell
6,825
-1,080
-14% -$134K 0.12% 118
2019
Q1
$941K Sell
7,905
-1,557
-16% -$185K 0.17% 97
2018
Q4
$1.07M Buy
+9,462
New +$1.07M 0.19% 72