Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Buy |
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2025
Q2 | $380K | Buy |
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2025
Q1 | $364K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $476K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $93.6K | Buy |
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|
2023
Q1 | $82.3K | Sell |
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|
2022
Q4 | $122K | Buy |
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