Compass Ion Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Compass Ion Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$661K	Sell
2025 Q1	$684K	Buy
2024 Q4	$665K	Sell
2024 Q3	$903K	Sell
2024 Q2	$874K	Hold
2024 Q1	$874K	Sell
2023 Q4	$977K	Buy
2023 Q3	$899K	Buy