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Sound View Wealth Advisors Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sound View Wealth Advisors Group’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,851
Closed -$205K – 385
2023
Q4 		$205K Buy
+1,851
New +$205K 0.02% 371
2023
Q1 		– Sell
-1,851
Closed -$205K – 395
2022
Q4 		$205K Buy
+1,851
New +$205K 0.02% 371