Epic Trust Investment 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
2022
Q2
Sell
-1,998
Closed -$242K 83
2022
Q1
$242K Sell
1,998
-3,294
-62% -$399K 0.38% 59
2021
Q4
$701K Buy
+5,292
New +$701K 1.02% 20