Smith & Howard Wealth Management’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
2014
Q1
Sell
-1,037
Closed -$118K 143
2013
Q4
$118K Buy
1,037
+159
+18% +$18.1K 0.07% 78
2013
Q3
$100K Buy
878
+78
+10% +$8.88K 0.06% 71
2013
Q2
$91K Buy
+800
New +$91K 0.06% 75