WealthPlan Investment Management’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
2023 Q1	–	Sell	-4,690	Closed	-$507K	–	513
2022 Q4	$507K	Sell	4,690 -309	-6%	-$33.4K	0.04%	253
2022 Q3	$550K	Buy	+4,999	New	+$550K	0.04%	233
2022 Q1	$1.01M	Buy	+8,929	New	+$1.01M	0.07%	171