CVFG LLC’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
$2.67M Buy
24,378
+1,751
+8% +$192K 2.12% 17
2025
Q1
$2.46M Buy
22,627
+2,409
+12% +$262K 2.24% 16
2024
Q4
$2.16M Buy
+20,218
New +$2.16M 1.97% 16