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

IVC Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,049
Closed -$271K – 151
2021
Q4 		$271K Buy
2,049
+64
+3% +$8.47K 0.17% 117
2021
Q3 		$264K Buy
+1,985
New +$264K 0.18% 114