Root Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Root Financial Partners’s Portfolio LQD Stock Details LQD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$127K	Buy
2025 Q1	–	Sell
2024 Q4	$1.3M	Buy
2024 Q3	$302K	Buy
2024 Q2	$220K	Buy
2024 Q1	$215K	Buy