MGB 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
2025
Q2
$1.93K Buy
18
+1
+6% +$107 ﹤0.01% 304
2025
Q1
$1.89K Hold
17
﹤0.01% 291
2024
Q4
$1.85K Hold
17
﹤0.01% 286
2024
Q3
$1.92K Hold
17
﹤0.01% 273
2024
Q2
$1.85K Hold
17
﹤0.01% 276
2024
Q1
$1.82K Hold
17
﹤0.01% 263
2023
Q4
$1.83K Buy
+17
New +$1.83K ﹤0.01% 257