Jackson 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
2015
Q2
Sell
-254,528
Closed -$31M 114
2015
Q1
$31M Buy
254,528
+28,768
+13% +$3.5M 9.98% 2
2014
Q4
$27M Buy
+225,760
New +$27M 8.79% 2