Highland Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$720K Sell
2024
Q1
$5.12M Buy
2023
Q4
$4.67M Buy
2023
Q3
$4.27M Buy
2023
Q2
$3.89M Buy
2023
Q1
$3.29M Buy
2022
Q4
$2.95M Buy