Forvis Mazars Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Hold
2025 Q2	$986K	Sell
2025 Q1	$992K	Sell
2024 Q4	$1.15M	Buy
2024 Q3	$1.21M	Buy
2016 Q2	–	Sell
2016 Q1	$1.04M	Buy
2015 Q2	–	Sell
2015 Q1	$420K	Buy