PKS Advisory Services’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
$3.93M Sell
35,846
-3,334
-9% -$365K 0.97% 18
2025
Q1
$4.25M Buy
39,180
+24
+0.1% +$2.61K 1.16% 13
2024
Q4
$4.18M Buy
+39,156
New +$4.18M 1.05% 12