Gallagher Fiduciary 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
2025
Q2
$19.7M Buy
4,423,192
+4,001,616
+949% +$17.8M 0.76% 10
2025
Q1
$45.8M Buy
421,576
+21,070
+5% +$2.29M 1.51% 7
2024
Q4
$42.8M Buy
400,506
+17,281
+5% +$1.85M 8.38% 1
2024
Q3
$43.3M Buy
+383,225
New +$43.3M 8.77% 1