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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$3.03M	Sell
2024 Q1	$3.4M	Sell
2023 Q4	$5.74M	Sell
2023 Q3	$5.35M	Sell
2023 Q2	$5.71M	Buy