Moller Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Moller Wealth Partners’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,044	Closed	-$224K	–	51
2023 Q1	$224K	Sell	2,044 -991	-33%	-$109K	0.07%	47
2022 Q4	$320K	Hold	3,035	–	–	0.1%	38
2022 Q3	$311K	Hold	3,035	–	–	0.11%	38
2022 Q2	$334K	Sell	3,035 -116	-4%	-$12.8K	0.11%	38
2022 Q1	$381K	Buy	3,151 +116	+4%	+$14K	0.12%	40
2021 Q4	$402K	Hold	3,035	–	–	0.13%	39
2021 Q3	$404K	Hold	3,035	–	–	0.13%	38
2021 Q2	$408K	Hold	3,035	–	–	0.13%	38
2021 Q1	$395K	Hold	3,035	–	–	0.14%	38
2020 Q4	$419K	Hold	3,035	–	–	0.17%	40
2020 Q3	$409K	Hold	3,035	–	–	0.18%	34
2020 Q2	$408K	Hold	3,035	–	–	0.18%	36
2020 Q1	$375K	Hold	3,035	–	–	0.19%	37
2019 Q4	$388K	Hold	3,035	–	–	0.17%	39
2019 Q3	$387K	Hold	3,035	–	–	0.19%	38
2019 Q2	$377K	Hold	3,035	–	–	0.19%	39
2019 Q1	$361K	Hold	3,035	–	–	0.16%	43
2018 Q4	$344K	Hold	3,035	–	–	0.22%	47
2018 Q3	$349K	Hold	3,035	–	–	0.15%	32
2018 Q2	$348K	Hold	3,035	–	–	0.14%	34
2018 Q1	$356K	Buy	3,035 +348	+13%	+$40.8K	0.15%	33
2017 Q4	$327K	Hold	2,687	–	–	0.12%	38
2017 Q3	$326K	Buy	2,687 +577	+27%	+$70K	0.12%	36
2017 Q2	$254K	Hold	2,110	–	–	0.11%	38
2017 Q1	$249K	Hold	2,110	–	–	0.11%	40
2016 Q4	$247K	Hold	2,110	–	–	0.12%	38
2016 Q3	$260K	Hold	2,110	–	–	0.12%	39
2016 Q2	$259K	Hold	2,110	–	–	0.13%	38
2016 Q1	$251K	Hold	2,110	–	–	0.15%	34
2015 Q4	$241K	Hold	2,110	–	–	0.13%	38
2015 Q3	$245K	Hold	2,110	–	–	0.23%	32
2015 Q2	$244K	Hold	2,110	–	–	0.11%	38
2015 Q1	$257K	Hold	2,110	–	–	0.12%	39
2014 Q4	$252K	Hold	2,110	–	–	0.12%	38
2014 Q3	$249K	Hold	2,110	–	–	0.12%	46
2014 Q2	$252K	Sell	2,110 -221	-9%	-$26.4K	0.11%	47
2014 Q1	$273K	Sell	2,331 -779	-25%	-$91.2K	0.14%	44
2013 Q4	$355K	Hold	3,110	–	–	0.19%	39
2013 Q3	$353K	Sell	3,110 -4,663	-60%	-$529K	0.22%	38
2013 Q2	$883K	Buy	+7,773	New	+$883K	0.64%	28