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OFC Financial Planning’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

OFC Financial Planning’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$804K Hold
7,338
– – 0.85% 33
2025
Q1 		$798K Sell
7,338
-85
-1% -$9.24K 0.9% 28
2024
Q4 		$793K Buy
+7,423
New +$793K 0.84% 30