Wipfli Financial Advisors’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
2022
Q3
$335K Buy
3,272
+341
+12% +$34.9K 0.02% 305
2022
Q2
$323K Buy
2,931
+43
+1% +$4.73K 0.04% 75
2022
Q1
$349K Buy
+2,888
New +$349K 0.04% 73