Maripau 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
2024
Q2
Sell
-2,478
Closed -$270K 162
2024
Q1
$270K Sell
2,478
-1,104
-31% -$120K 0.2% 101
2023
Q4
$396K Buy
3,582
+987
+38% +$109K 0.34% 60
2023
Q3
$265K Buy
+2,595
New +$265K 0.24% 78