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

Madison 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
2020
Q4 		– Sell
-4,490
Closed -$605K – 140
2020
Q3 		$605K Hold
4,490
– – 0.18% 85
2020
Q2 		$604K Hold
4,490
– – 0.2% 81
2020
Q1 		$555K Buy
+4,490
New +$555K 0.22% 81