FirstPurpose Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$497K Buy
2023
Q3
Sell
2023
Q2
$516K Sell
2023
Q1
$525K Buy
2022
Q4
$503K Buy
2022
Q1
Sell
2021
Q4
$428K Buy