Caliber Wealth Management (Kansas)’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
$478K Sell
4,365
-195
-4% -$21.4K 0.05% 186
2025
Q1
$496K Buy
+4,560
New +$496K 0.07% 163