Pinnacle Private Wealth’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
$490K Sell
4,450
-27
-0.6% -$2.97K 0.19% 125
2022
Q1
$541K Sell
4,477
-351
-7% -$42.4K 0.17% 137
2021
Q4
$640K Buy
+4,828
New +$640K 0.2% 123