GWM
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GK Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

GK Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$655K Sell
5,972
-719
-11% -$78.8K 0.59% 43
2025
Q1 		$727K Sell
6,691
-390
-6% -$42.4K 0.83% 26
2024
Q4 		$757K Buy
+7,081
New +$757K 0.96% 27