Wells Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wells Financial Advisors’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$13.8K	Buy
2021 Q4	–	Sell
2021 Q3	$1.85M	Buy
2021 Q2	$1.82M	Sell
2021 Q1	$1.88M	Buy
2020 Q4	$1.5M	Buy