BIRCH FINANCIAL GROUP, LLC’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
2025
Q3
$1.28M Buy
2025
Q2
$1.11M Buy
2025
Q1
$784K Buy
2024
Q4
$319K Buy