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Financial Services Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Services Advisory’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.6M Buy
123,939
+6,187
+5% +$678K 6.56% 6
2025
Q1 		$12.8M Buy
+117,752
New +$12.8M 4.84% 9
2024
Q1 		– Sell
-94,996
Closed -$10.5M – 60
2023
Q4 		$10.5M Buy
+94,996
New +$10.5M 3.01% 12