Independence Financial 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
$12.3M Buy
112,184
+2,942
+3% +$322K 4.78% 4
2025
Q1
$11.9M Buy
+109,242
New +$11.9M 4.51% 6