Berger Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $556K | Buy |
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2025
Q2 | $460K | Sell |
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2025
Q1 | $458K | Sell |
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2024
Q4 | $472K | Sell |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $753K | Sell |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $263K | Buy |
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