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

MFG Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.74M Sell
24,998
-12,761
-34% -$1.4M 2.31% 20
2025
Q1 		$4.1M Buy
37,759
+19
+0.1% +$2.07K 3.92% 1
2024
Q4 		$4.03M Buy
+37,740
New +$4.03M 3.69% 2