GWA
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GGM Wealth Advisors’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
2022
Q3
Sell
-42,775
Closed -$4.74M 138
2022
Q2
$4.74M Sell
42,775
-2,363
-5% -$262K 2.65% 11
2022
Q1
$5.13M Buy
45,138
+35,710
+379% +$4.06M 2.57% 11
2021
Q4
$1.23M Buy
+9,428
New +$1.23M 0.97% 27