MGO Private Wealth’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
2023
Q2
Sell
-26,272
Closed -$2.88M 73
2023
Q1
$2.88M Sell
26,272
-8,633
-25% -$946K 2.26% 12
2022
Q4
$3.68M Buy
34,905
+26,861
+334% +$2.83M 1.68% 20
2022
Q3
$824K Buy
+8,044
New +$824K 0.39% 51