Octavia Wealth Advisors’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
2022 Q2	–	Sell	-2,694	Closed	-$326K	–	175
2022 Q1	$326K	Sell	2,694 -100	-4%	-$12.1K	0.07%	133
2021 Q4	$370K	Buy	+2,794	New	+$370K	0.08%	129
2021 Q1	–	Sell	-1,706	Closed	-$236K	–	171
2020 Q4	$236K	Buy	+1,706	New	+$236K	0.08%	141