WealthGarden F.S.’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
2025
Q2
$840K Buy
7,696
+154
+2% +$16.8K 0.7% 47
2025
Q1
$820K Buy
7,542
+545
+8% +$59.2K 0.79% 44
2024
Q4
$748K Sell
6,997
-562
-7% -$60K 0.7% 47
2024
Q3
$854K Buy
7,559
+829
+12% +$93.7K 0.83% 37
2024
Q2
$721K Buy
+6,730
New +$721K 0.76% 43