Marks Group 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
2021
Q1
Sell
-3,542
Closed -$489K 260
2020
Q4
$489K Buy
3,542
+363
+11% +$50.1K 0.08% 175
2020
Q3
$428K Buy
+3,179
New +$428K 0.08% 177