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

Brendel Financial Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
2,845
+260
+10% +$28.5K 0.17% 78
2025
Q1 		$281K Buy
2,585
+675
+35% +$73.4K 0.17% 79
2024
Q4 		$204K Buy
+1,910
New +$204K 0.12% 87