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

OneAscent Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,875
Closed -$1.95M – 141
2024
Q1 		$1.95M Sell
17,875
-1,759
-9% -$192K 0.75% 15
2023
Q4 		$2.17M Buy
+19,634
New +$2.17M 0.87% 13