CGF
Constant Guidance Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
24,360
-1,252
| -5% | -$137K | 2.68% | 10 |
|
|
2025
Q1 | $2.78M | Buy |
+25,612
| New | +$2.78M | 3.5% | 6 |
|
|
2024
Q4 | – | Sell |
-87,930
| Closed | -$9.93M | – | 43 |
|
|
2024
Q3 | $9.93M | Buy |
+87,930
| New | +$9.93M | 8.13% | 3 |
|
|
2024
Q2 | – | Sell |
-16,726
| Closed | -$1.8M | – | 36 |
|
|
2024
Q1 | $1.8M | Sell |
16,726
-126,777
| -88% | -$13.6M | 1.66% | 15 |
|
|
2023
Q4 | $15.9M | Buy |
143,503
+140,110
| +4,129% | +$15.5M | 16.18% | 2 |
|
|
2023
Q3 | $342K | Buy |
+3,393
| New | +$342K | 0.45% | 15 |
|