Fairview Capital Investment Management’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
$4.65M Sell
42,460
-4,877
-10% -$535K 0.24% 58
2025
Q1
$5.15M Buy
47,337
+1,358
+3% +$148K 0.27% 55
2024
Q4
$4.91M Sell
45,979
-7,470
-14% -$798K 0.25% 58
2024
Q3
$6.04M Buy
53,449
+2,963
+6% +$335K 0.33% 49
2024
Q2
$5.41M Buy
50,486
+8,752
+21% +$938K 0.3% 52
2024
Q1
$4.55M Buy
41,734
+35,605
+581% +$3.88M 0.26% 60
2023
Q4
$678K Buy
+6,129
New +$678K 0.04% 98