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
2026
Q1
Sell
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