Wealth & Pension Services Group’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
2019
Q3
$1.25M Buy
9,821
+1,492
+18% +$190K 0.91% 31
2019
Q2
$1.04M Buy
8,329
+203
+2% +$25.3K 0.75% 39
2019
Q1
$967K Buy
8,126
+1,211
+18% +$144K 0.75% 43
2018
Q4
$780K Buy
+6,915
New +$780K 0.7% 42