W Advisors LLC’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
Q1
Sell
-1,941
Closed -$215K 112
2023
Q4
$215K Buy
+1,941
New +$215K 0.16% 105
2022
Q1
Sell
-1,898
Closed -$251K 115
2021
Q4
$251K Buy
+1,898
New +$251K 0.19% 88