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Rochester Wealth Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rochester Wealth Strategies’s Portfolio LQD Stock Details LQD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.33M Sell
39,530
-8,569
-18% -$939K 3.11% 11
2025
Q1 		$5.23M Buy
+48,099
New +$5.23M 4.15% 12