AFG Fiduciary Services’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
2025
Q2
$547K Hold
5,000
0.35% 47
2025
Q1
$535K Hold
5,000
0.39% 43
2024
Q4
$532K Sell
5,000
-1,000
-17% -$106K 0.38% 39
2024
Q3
$665K Buy
+6,000
New +$665K 0.45% 40