Mosley 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
2024
Q2
Sell
-3,255
Closed -$355K 106
2024
Q1
$355K Sell
3,255
-3,306
-50% -$360K 0.33% 71
2023
Q4
$726K Buy
+6,561
New +$726K 0.72% 30