WAG
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Wallace Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wallace Advisory Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,108
Closed -$228K – 173
2023
Q3 		$228K Hold
2,108
– – 0.16% 152
2023
Q2 		$231K Hold
2,108
– – 0.18% 140
2023
Q1 		$231K Hold
2,108
– – 0.18% 140
2022
Q4 		$222K Buy
+2,108
New +$222K 0.18% 134