Cosner 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
$1.86M Sell
2025
Q2
$1.84M Sell
2025
Q1
$1.83M Buy
2024
Q4
$560K Hold
2024
Q3
$593K Hold
2024
Q2
$562K Sell
2024
Q1
$574K Sell
2023
Q4
$788K Sell
2023
Q3
$745K Sell
2023
Q2
$17.2M Buy