Wheelhouse Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wheelhouse Advisory Group’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
2025 Q2	–	Sell
2025 Q1	$211K	Sell
2024 Q4	$246K	Sell
2024 Q3	$305K	Sell
2024 Q2	$325K	Sell
2024 Q1	$352K	Sell
2023 Q4	$362K	Buy