WWA
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WCG Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WCG Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,777
Closed -$489K – 230
2022
Q3 		$489K Sell
4,777
-1,095
-19% -$112K 0.06% 187
2022
Q2 		$646K Buy
+5,872
New +$646K 0.09% 151