QWP
LQD icon

Quotient Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quotient Wealth Partners’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,682
Closed -$401K – 316
2024
Q1 		$401K Sell
3,682
-5,018
-58% -$547K 0.01% 199
2023
Q4 		$963K Buy
+8,700
New +$963K 0.04% 121