Edge Financial Advisors’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
$1.86M Sell
17,002
-9,633
-36% -$1.05M 0.98% 21
2025
Q1
$2.89M Buy
+26,635
New +$2.89M 1.83% 13