Regimen 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
2024
Q2
Sell
-6,256
Closed -$681K 67
2024
Q1
$681K Buy
6,256
+2
+0% +$218 0.24% 35
2023
Q4
$692K Buy
6,254
+2,045
+49% +$226K 0.26% 33
2023
Q3
$429K Buy
+4,209
New +$429K 0.18% 41