FA
Fiducient Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
13,134
+265
| +2% | +$29K | 0.18% | 66 |
|
|
2025
Q1 | $1.4M | Buy |
12,869
+341
| +3% | +$37.1K | 0.17% | 63 |
|
|
2024
Q4 | $1.34M | Buy |
12,528
+690
| +6% | +$73.7K | 0.17% | 56 |
|
|
2024
Q3 | $1.34M | Buy |
11,838
+4,766
| +67% | +$538K | 0.15% | 57 |
|
|
2024
Q2 | $758K | Buy |
+7,072
| New | +$758K | 0.1% | 78 |
|
|
2022
Q3 | – | Sell |
-3,054
| Closed | -$336K | – | 71 |
|
|
2022
Q2 | $336K | Buy |
+3,054
| New | +$336K | 0.13% | 60 |
|