Surience Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Surience Private Wealth’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$3.19M	Sell
2024 Q2	$4.19M	Buy
2024 Q1	$3.01M	Buy
2023 Q3	–	Sell
2023 Q2	$361K	Sell
2023 Q1	$3.27M	Buy
2022 Q4	$319K	Hold
2022 Q3	$310K	Hold
2022 Q2	$333K	Sell
2022 Q1	$442K	Buy