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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$277K Buy
2023
Q2
Sell
2023
Q1
$203K Buy
2022
Q3
Sell
2022
Q2
$690K Sell
2022
Q1
$841K Buy
2021
Q4
$823K Buy